WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.68

+9.0%

3:59 PM EST

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To: limtex who wrote (20370)	5/31/2001 8:53:59 AM
From: Art Bechhoefer	Read Replies (1) of 60323

It's likely that OEM sales will be slightly higher than the last quarter, assuming the excess inventories have been disposed of. Retail sales should be up, based on anecdotal evidence coming from retailers. Cash should be down because of the expenses for the FlashVision joint venture and because of the commitments to the Tower Semiconductor project in Israel. There are so many variables that could affect profits, including price cutting and royalties, that it would be unlikely that anyone could come up with anything more than a wild guess. Operating profits, however, are just one measure of performance. Others would include the ratio of share price to sales per share, the ratio of share price to book value per share, and the changes in book value per share over time. With companies like SanDisk and others in technology driven areas, where demand is expanding much faster than average, and where new products can have a significant impact on profits from older products, there is no single measurement that will allow investors to make a reasonable determination of value. Art

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