WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.51

-0.3%

Jan 16 9:30 AM EST

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To: Art Bechhoefer who wrote (24630)	1/21/2004 6:38:01 PM
From: Dave	Read Replies (1) of 60323

Art: When I re-read you prior post, I didn't see that you mentioned that a P/E ratio is one of the many ways to determine valuation. You didn't mention any other valuation metrics. Take my advice, read "Expectations Investing" and brush up on Discounted Cash Flow valuation. Next, regarding the patent, I assert that the patent in an indirect way is reflected in the valuation of SNDK. More specifically, the patent provides SNDK some Gross Margin protection; therefore, it is reflected in the overall "valuation" of SNDK. The "pessimism" in this report can be, IMO, attributed to two things: 1. The drop in GMs 2. Questions/uncertainty regarding SNDK's brand awareness strategy and whether it can pay off.

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