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: Michael A. Gottesman who wrote (25549)	4/13/2004 7:54:18 PM
From: Art Bechhoefer	Read Replies (1) of 60323

Mike, in trying to figure out whether SNDK will go down, even after what many believe will be another strong earnings report, one cannot look ONLY at SNDK. One has to consider the entire climate for investing at a time when government officials are under investigation, at a time when healthy retail sales point to a rise in interest rates before the election, etc. If one assumes that the economy is gaining strength and that demand for flash memory will continue with the kind of growth we have seen over the past year, then any drop in SNDK shares after the earnings release should be temporary. But one cannot assume that the economy is all that rosy, so it's anybody's guess. My own view is that the stock remains relatively underpriced because of its high earnings growth and equally important, because of its solid financial condition (which many investors forget about when they jump into a stock). Art

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