WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Art Bechhoefer who wrote (11966)	6/14/2000 12:49:00 AM
From: Ausdauer	Read Replies (1) of 60323

I have not seen the CNBC Interview... ...but it seems like they did it again. First the lady from Oppenheimer who totally dumped on the stock, then they ambush Eli with a question about inside selling??? There has been a steady stream of selling for as long as I have owned SanDisk except when the stock price is severely depressed. I don't fault Eli for selling. Sanjay Mehrota has also contributed immeasurably to the company. I think with the options they have it is inevitable that inside selling will continue as a source of income for these privileged few. Think of how long some have held stock while the price was down in the basement. The whole CNBC thing seems to have backfired. This again is a result of "The SanDisk Paradox" or one of Craig's trips to his dentist (which he did without giving us fair warning). First they get Eli to say we have too much business and we are losing market share, then they get some analyst to say we are overvalued until we retreat to the mid-$40's, then they bushwhack Eli with a question on inside sellers. I can understand how new investors get scared off with these things. I will echo my previous sentiment on these matters. The market share issue is being addressed by increasing capacity and exiting the fabless model, the Oppenheimer bologna is due to an application of standard valuation measures on a small company that is about to experience explosive growth, and the inside selling is not entirely unexpected and certainly not a new item. The analysts are projecting anemic EPS growth despite guidance given by management which appears contradictory. IN THE END ONLY ONE TWO THINGS MATTER... * top line revenue growth * EPS growth I predict that SanDisk's potential is not reflected accurately by the analysts following the stock and that various parties will continue to influence/manipulate the stock price in these unpredictable times. BTW, SEG made a mint on their original investment. It is too bad that they had to chose such an inopportune time to pull out. For the $30 million they originally invested they have had a gigantic windfall. Let's hope there is enough interest to mop of the trading shares that are out there. The volume over the last 3 weeks has been nothing short of phenomenal. Sooner or later these shares will end up in the hands of investors with longer time horizons and the churning will stop. Aus

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