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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Clappy who wrote (54648)12/8/2003 9:13:21 AM
From: Bridge Player   of 54805
 
The item was contained in a column by Jay Palmer. He quotes a study done by Ping Yu, an "equity technical analyst" at Briefing.com, saying that "SanDisk's current valuation implies that the market has already discounted revenue growth of 25% a year for the next 10 years".

All of the rest of the piece was favorable...
...revenues up 90%and earnings over 300% in the first 9 months
...company's "dominating presence in three high-growth potentially mega-sized markets...digital cameras, multi-media cell phones, computer USB flash drives. In each instance SanDisk is the biggest player making the memory devices that allow all the new toys to work."
...all 3 markets red-hot
...company says "we have expertise that gives us the ability to reduce costs, drive prices down, open new markets, and boost market share"
...low debt and "hefty cash hoard"
...an analyst with W.R. Hambrecht who says "the shares were undervalued at 81"

On balance, IMO the article was quite favorable and in early premarket Mon morning 12/8 SNDK is up a buck and a half or so.
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