WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.05

-2.4%

3:59 PM EST

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To: limtex who wrote (16081)	10/26/2000 4:35:56 AM
From: Craig Freeman	Read Replies (2) of 60323

Limtex, "We're all very frustrated about the stock price". IMHO, Wall Street is busily repricing most issues down to more reasonable P/Es. At present, SNDK's P/E is (per Yahoo) ~48 -- well above the analyst's expected growth rate of ~37% SSTI has a P/E of only 21 and even better growth expectations. TSM's P/E is <27 with an analyst projected growth rate of 32.5 INTC's P/E is only ~25. As the market starts to reprice semis according to P/E versus growth, SNDK could suffer even more. All arguments in support of SNDK are welcome (I am still long in this stock for reasons other than the current P/E) Craig

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