WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.55

-0.2%

3:59 PM EST

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To: Ausdauer who wrote (13585)	8/5/2000 3:30:52 AM
From: The Prophet	Read Replies (2) of 60323

Actually, I was able to hear it very well and I got some very helpful new projections from Eli through it. For the first time, Harari indicated that, beyond the 5-year $10 billion estimate, he believed the SNDK flash market would grow to $30 billion. If true, and we stay at 40% margins (product plus royalty) and 30% market share, then we get $3.6 billion in earnings - tax = approx 2.2 billion earnings 10 years out= $45 billion company or $600 a share. I'm sure Zeev will poor some cold water on this but riddle me this, Zeev: when we start to see laptop hard drives replaced with flash? Prophet

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