WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 162.40

+2.9%

Nov 17 3:59 PM EST

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To: The Prophet who wrote (11238)	5/19/2000 10:19:00 PM
From: Zeev Hed	Read Replies (1) of 60323

Prophet, I simply do not see a model that yields $10/share for SNDK by 2003, I see roughly $1.50 in 2001, $2.00 in 2002 and "only" $3.00 in 2003. (I expect oversupply in the semis segment in general to appear mid to late in 2001 and become a major problem in 2002, then growth resumes in 2003, but I am not sure how pricing will be, but I am keeping the growth rate since I believe the IP portion of earnings will become more important). Zeev

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