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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

Dec 24 9:30 AM EST

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To: Andre Williamson who wrote (19035)	2/10/2001 7:52:54 AM
From: Craig Freeman	Read Replies (1) of 60323

Andre, what precisely do you mean by "long term"? The markets will probably be around twenty years from now but what are the odds that SNDK will still be selling CF? Will the prime rate be 5% or 15%? How many 20 GHz Pentiums will Intel sell in the year 2021? Will PCs, cell phones, and MP3 players as we know them today even exist? How do you assign a "real value" to a company when you can only guess at how much of what they will be selling five years from now ... much less decades from now? Craig

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