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Technology Stocks : WDC/Sandisk Corporation

WDC 173.75

+6.6%

10:42 AM EST

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To: Ausdauer who wrote (13858)	8/12/2000 1:40:53 PM
From: StockHawk	Read Replies (2) of 60323

re: Buffett-pleasing high tech, Paul Johnson and SNDK I just posted this on the G&K thread and since it involves SNDK I thought I would also post it here. Paul Johnson is one of the authors of "The Gorilla Game". This article is titled "Can value be found in any tech stocks today?" and it is about applying Warren Buffett's criteria to tech stocks. "Can today's long-term investor hold true to the values of Buffett while also partaking of the great tech-stock boom?" ... "Johnson certainly thinks so." The article later reaches this point: "So what does Buffett look for in a company–and how can his reasoning be applied to today's market leaders? Primarily, it's the ability to employ large amounts of capital at very high rates of return. There are many ways of measuring this, but one is by calculating a company's return on invested capital (ROIC). This gauges how much cash a company generates in after-tax profit vs. how much money is put into the company..." The full article is here: usnews.com After reading the article I wanted to find a site that measured Return on Invested Capital. Success! Anyone interested in Return on Invested Capital (ROIC) as well as Return on Equity (ROE) and Return on Assets (ROA) should check out this site: quicken.com. It is set to show a comparison of SNDK to its industry using the above 3 measurements. Other tickers can be inserted. I also took a look at the numbers this site generated for SSTI, QCOM, JDSU, NTAP, SEBL AND GMST. SNDK is showing the best numbers. StockHawk

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