WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 199.91

-8.9%

Jan 7 3:59 PM EST

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To: john david martin who wrote (1382)	11/8/1997 11:57:00 AM
From: Sam	of 60323

An aside to consider: when SNDK gets their money to invest in new plant, all of the devaluations going on in SE Asia ought to make that new money go much further than it would have just a couple of months ago (assuming as I do that their production facilities will be built in the Far East, as so many semiconductor facilities are). That said, if the market takes a serious dive, esp. if tech stocks continue their swoon, then SNDK will get clipped pretty well. High PE, revenue burst still too far in the future. Could get back to low 20s after the offering (probably the lead offering brokerages will support it until then, and for a little while after so that they don't piss off the buyers too much) if market conditions are bad. But that would be a wonderful buying opportunity for those who are willing to wait for a year or two.

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