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Technology Stocks : WDC/Sandisk Corporation
WDC 173.61+6.5%12:23 PM EST
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To: Ausdauer who wrote (15835)10/20/2000 9:59:40 PM
From: mauser96  Read Replies (2) of 60323
 
SanDisk products go into devices mostly purchased by the public, and they are the type of items where purchase can be postponed if the public gets worried about their jobs. To a large extent this situation is unlike corporate purchases to upgrade their information structure and storage. If upgrading is delayed very long it will give the competition an advantage. Thus it seems to me that it's reasonable to give SNDK a lower P/E than a company like NTAP, and it's also reasonable to worry more about the effects of an economic slowdown on SNDK. Likely these factors are more important than any lack of intellectual capacity on the part of analysts. It's not that hard a story to figure out.
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