WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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To: Tae Spam Kim who wrote (14361)	8/28/2000 2:11:08 PM
From: Ausdauer	Read Replies (3) of 60323

Tae, Lew, LemonHead and the rest, I am happy to see all the new faces on board. Since SEG and Fido have liquidated holdings we need new individual shareholders to sop up some of the float. I expect another split is coming with Q3 earnings, possibly before if we see some sustained stock price appreciation. Tae, I am interested in your valuation model for SNDK. I am estimating 2000 EPS at $1.42 and a poorly substantiated 2001 EPS estimate (based on growth of less than 50%) of around $2.00. Thus, our forward PE is probably still in the 40 range based on 2001 estimates. I will also say that I will be disappointed if we only do $2.00/share in 2001 based on all the production coming on line. In any case I think the thread could use some magic from Cardin Drake and some accounting skills from whoever feels confident. I would like to see how the FlashVision JV and Digital Portal JV are accounted against operations. Best, Aus (SNDK $85 and a teenie)

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