WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Steve 667 who wrote (11922)	6/12/2000 11:53:00 AM
From: Tumbleweed	Read Replies (1) of 60323

SSTI Steve, a couple of questions 1) (long question!)doesnt SSTI have a much higher PE than Sandisk at present? Hence its potential for bigger future growth is already discounted? Dont get me wrong, I'm keen to get into the next best stock, but what is it that makes SSTI a better bet? IF most people feel that its shares will appreciate then shouldnt that already be discounted in the current price, so there is also a risk premium to be paid, ie one slip and they could stumble badly? 2)What about the danger of having too much of your portfolio in one sector. ie if something happens and semis or flash takes a hit, you could get a double whammy? (25% of my portfolio is currently Sandisk) Joe

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