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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST

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To: EJhonsa who wrote (14811)9/17/2000 1:57:38 AM
From: The Prophet  Read Replies (2) of 60323
 
Very well reasoned, as always. I think that once earnings start to accelerate, investors will reward SNDK with an expanding multiple. This stock may run away and hide in the ether...

By the way, I recently purchased an iPAQ Pocket PC - I love it and think it will displace the Palm. What's great for SNDK is that many of the accesories utilize CF, including the CF Expansion Pack, and the CF Fax Modem used for internet access. This is a whole new burgeoning market for CF. According to Compaq and retailers, the iPAQ is a smash hit and they can't build them nearly fast enough. Currently, you'd be lucky to get them in 2 months on a back order.
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