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

To: Art Bechhoefer who wrote (5504)	4/19/1999 10:46:00 PM
From: Sam	Read Replies (1) \| Respond to of 60323

Art, The fundamentals weren't all that different last fall when it went slightly below cash value for a short period of time, and hung around 6-8 for awhile, only slightly above cash value and at or below book. Yes, their markets are slightly more mature now than then, but Eli just warned that there will be pricing pressure in the near term. SNDK is still pretty much lumped with the semiconductor stocks, rightly or wrongly, and if they take a big hit over the next couple of months, so will SNDK. Not really that bad if you don't need the cash and want to add to your position with a 3 or 4 year perspective. Best, Sam (20)