WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Art Bechhoefer who wrote (20164)	4/22/2001 1:42:21 PM
From: Paul Senior	Read Replies (2) of 60323

Art, I acknowledge your insight into the company and its industry. You have been one of the few who's been right all the way up on this stock. I like that you can give both positive and negative aspects and implications in your analyses here before you weigh in with a current outlook. I don't have any earnings and revenue projections, and maybe that is really what's required. Because looking back over the last few years, the company has not delivered bottom line performance to justify its stock price -- imo. stocksheet.com Going from 88M to 700M in revenues, the company can't seem to bring down more than 43c/sh per year to the bottom line.(excluding the special gains good year). I have no confidence in the analysts' estimates of .75 for 2002. Maybe the company is purposely weighing more heavily on balance in investing and developing the potential of its technology and patents and deals than it is in showing earnings performance. If that's so, then my conclusion is that we are both right. Those like you who can evaluate the likelihood of success of SNDK's activities may very well see SNDK as undervalued and may be totally proven right over the next year or years. The stock could rise as others come into it based on its potential -- that might happen way before there's earnings improvement. And I'm right for me in reducing my position: I can tag along with you all, but I'm too focused on the rear view mirror to see how or when this potential will be acknowledged in the market.

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