WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: The Prophet who wrote (11333)	5/22/2000 11:17:00 AM
From: Greg h2o	Read Replies (1) of 60323

<<It should take 5 years to catch up with demand.>> it may very well take that long.... but they're already running at capacity. it's difficult to increase earnings when you're running at capacity. i know, they'll increase capacity. but that takes time and there are others scrambling to do the same. << How many cell phones, PDA's, digital cameras, MP3 players, internet "toasters" does the average person have right now?>> i have 2 cell phones--neither of which uses CF. i also have a digital camera, which is the only device i own which uses CF. and, i doubt i'll be purchasing any further CF for that device, as it currently holds more than enough pictures for my purposes. again, i think this is a very good company and will be a good stock purchase-- at the right price. investors can now throw all of those "relative valuations" out the window and begin to focus on fundamentals. here, in the low 50's, SNDK is interesting. now trading at 37x '01 earnings estimates... that may shrink some more.

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