WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.55

-0.2%

3:59 PM EST

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To: Paul Senior who wrote (8790)	1/25/2000 8:51:00 AM
From: Art Bechhoefer	of 60323

Paul, those are very good observations. When a stock takes off and LATER ON gets a strong buy recommendation, it's symptomatic of analysts getting caught in a momentum frenzy and preferring that route to one which identifies intrinsic value. The intrinsic value in SanDisk is in its patents and its skilled (and honest) management -- something very hard to find in abundance in most companies. Some analysts will acknowledge these characteristics, but at the same time they fail to understand how to quantify them. That's why a company selling at what some would consider outlandishly high prices may or may not be all that high. I think SanDisk fools a lot of analysts who fail to recognize that intrinsic value. Art

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