WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 236.33

-2.9%

Jan 23 3:59 PM EST

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To: Andre Williamson who wrote (24681)	1/22/2004 4:57:48 PM
From: Dave	Read Replies (2) of 60323

Andre: Yeah, "careful and accurate analysis" means investing What you are doing is "speculating"... Are you trying to tell me that you aren't expecting a return? With 92% institutional ownership, are you implying that institutions are just tossing money at "hot stocks"? Forget about the stock price and look at it like you owned the business. Would you want to own a business wherein the cost of your capital was 20% and the business only returned 10%? Secondly, it appears that Hynix/STM and Micron will enter w/o signing a licensing agreement. Of course, SanDisk will fight that...they have to. Regarding your comment about earning a $1.25 per share. Remember in the 4th Quarter, fully diluted shares stood at 95m and they only earned 97m in licensing revenue. Going forward you are looking at less than a buck per share in royalties.

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