WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 171.98

+5.5%

9:43 AM EST

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To: Ausdauer who wrote (9312)	2/24/2000 6:53:00 PM
From: Sam	Read Replies (1) of 60323

Aus, <<When people sit down and look at profitability, balance sheet items, the potential size of target markets, meaningful OEM demand, license revenues and control of production (fab'd vs. fabless) they will realize that SNDK is in a class by itself.>> I agree. Toshiba said in one of their releases that they didn't expect flash supply to meet demand until sometime in 2002. That is why I think that, if the high PE/PSR market holds up (that is, if the rolling rotation continues instead of a general crash in values) over the next 6 months, Sandisk will be trading at least in the mid 100s again--either by May or by August, following one of those two reports (and perhaps higher--look at NTAP's chart for the precedent that I'm thinking of). I blush even as I write that, not usually my style. But this is exactly the kind of story that plays well in this market. I think we'll be rocking like NTAP, unless our Uncle Al manages to puncture Naz far worse than he has done so far.

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