WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 173.19

-0.6%

1:52 PM EST

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To: Ausdauer who wrote (11967)	6/14/2000 1:41:00 AM
From: Steve 667	Read Replies (2) of 60323

Ausdauer, You know I think many are giving to much credit to CNBC, Segate holdings and the like. Sad to think that so many investors just sit around all day and trade based on what is said on CNBC. What does that say for our investment culture. But be that as it may, as of the close today, SNDK has a PE of 140. Even if all our dreams come true, this is a very high multiple by any stretch. Personally I would like to see a multiple of about 16 for just a few days :-)! Thanks for your SSTI post. I am still trying to figure out the big picture. Just one side note. When I was at the Money Show in Las Vegas, at one of the round table discussion of the big high tech money managers, they did agree that, everything being equal, for big revenue growth potential, they preferred to invest in companies that sold to other high tech companies rather then the consumer. Looking at their picks, they are consistent. Just something to file away. Steve 667 *Sandisk...We remember for* You.**

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