WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: limtex who wrote (17590)	12/23/2000 6:57:24 PM
From: Bargain Hunter	Read Replies (2) of 60323

Limtex, the link you gave seems to be referring to the end of the shortage of flash chips as used for mobile phones. This is the shortage that propelled many flash producers to impressively high multiples early this year. Because people misunderstood the difference between that kind of flash and the kind that SNDK produces, SNDK was propelled to unwarranted heights at the same time (possibly helped by people's failure to recognize that the jump in earnings in Q1 included a one-time event). Now that the shortage of that kind of flash is disappearing, the flash companies are returning to earth, including SNDK. Eli has pointed out that most analysts have failed to understand the two different flash markets. If Eli is right that the SNDK flash market will remain tight for longer, then SNDK stock will recover nicely once the difference is convincingly demonstrated by upwards earnings surprises, forcing analysts to investigate further. So the most important thing to listen for in January's conference call will be Eli's remarks about future sales visibility.

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