WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 173.61

+6.5%

12:23 PM EST

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To: Zeev Hed who wrote (11135)	5/18/2000 7:04:00 AM
From: orkrious	Read Replies (3) of 60323

Measure SNDK against another favorite of ours, CYMI, which one, in your opinion is "cheaper"? Zeev, good question. I suppose for something to hold for five years, I'd pick SNDK. However, they are both in the unbelievable bargain bin. CYMI sells at 10x what I figure they will earn next year, and their growth rate for the next two years s/b four to five times that. That's truly cheap. But they can't sustain that growth rate indefinitely. SNDK on the other hand is probably selling at half it's growth rate looking at this year's earnings and maybe 25% of next year's, and their growth rate is likely to be much more sustainable for the next five years. I'm not taking any chances, I own a lot of both. <VGB> Jay

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