WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.44

-4.3%

1:17 PM EST

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To: The Prophet who wrote (11234)	5/19/2000 9:54:00 PM
From: Zeev Hed	Read Replies (1) of 60323

The Prophet, for me to justify $200/share, I must have "visibility" over the next four and in a roaring bull market maybe 5 years of $20 share. That is a PE of 10 on earning some four five years down the road. This requirement is what has kept me wrongly out of MSFT for the last 20 years (G). It does not mean that I am not in stocks where that visibility is lacking, but then I have to have superb technical foundation and price momentum (such as SSTI has right now). When I am in such stocks, I am in with the full realization that I am playing "musical chairs" or that another thing is driving the price, like MU earlier this year, and MVIS last year (forced conversion). Zeev

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