WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 171.75

+1.7%

9:31 AM EST

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To: Art Bechhoefer who wrote (16927)	12/3/2000 3:36:39 PM
From: tfrugal	of 60323

Art, I think your projections are in line with what I think will happen, and if anything, conservative. I try to look long term (around 5 years). I think that a "bubble" has an under-valuation that follows the over-valuation. Instead of bubble, I believe a "heart beat" waveform is more accurate. We are most of the way through the down stroke, if not at the bottom. We should have a nice run up to a valuation similar to your calculations. SNDK seems to have a strong position in CF, and thus the digital camera memory market. Less clear to me is their position in SD, and MP3. Sony is another concern, the "buzz" around the "soccer mom" set is that Sony is THE brand to have. Mavica is chic. What time I have spent in the electronic stores seems to show that memory sticks are selling out faster than CF, but anything denser(?) than 32mb is hard to find. The CF "pie" is expanding, so it will be a while until the producers really get serious about competing for market share. New products using CF are the bellweather I'm watching....

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