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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Rex Dwyer who wrote (4958)3/5/1999 4:21:00 PM
From: Bruno Cipolla  Respond to of 60323
 
easy prediction...

the size of the CF market is huge.
the number of different customers of CF will run into the tens of million.
0.5% of CF buyers will also buy stock.
Sandisk will experience a remake of the "IOMEGA effect"
that is:
step 1) The Generic Mr. Smith (TGMS) buys 100$ of CF together with his digital camera-MP3 player-anything else.

step 2) The product (CF) looks/is good and sexy and with great potential. TGMS does some analysis.

step 3) TGMS buys 5-10-20K$ (depending on money at hand) of SNDK shares.

repeat steps 1-2-3 at least 100,000 times for different CF users.

step 4) The stock skyrockets (can't even imagine how high)

step 5) i get (incredibly) rich.

sounds good doesn't it?

Brunus Sandiskus



To: Rex Dwyer who wrote (4958)3/5/1999 4:25:00 PM
From: Bruno Cipolla  Read Replies (1) | Respond to of 60323
 
as a matter of fact....
CF standard==PCMCIA.next

room left for competing formats
(almost) none
the war is over.
B.



To: Rex Dwyer who wrote (4958)3/5/1999 4:39:00 PM
From: OrionX  Read Replies (1) | Respond to of 60323
 
To Rex and all longtime followers,

While we're at a new 52 week high, do you remember when we were at this level and then much higher? Other than some additional market awareness and contracts but no significant sales increase and a reduced earnings since, can you help me understand what else of significant substance has happened in the last 2 years to support further share appreciation from this point on? I recall the first time we went over $30, the general sentiment by some was that the stock got ahead of itself. We all suffered the punishment then. What's significantly different now? Have I missed something? Not trying to scare anyone, just trying to get more input to support further stock appreciation.

Thanks for any feedback.