WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Art Bechhoefer who wrote (25893)	5/21/2004 3:11:15 PM
From: limtex	Read Replies (1) of 60323

AB - if they could make $2 eps in 04 then we would have a P/E of just over 10. Maybe the market thinks that a low single digit P/E is appropriate for a company that is growing its revenues and earnings at the rate that SNDK is? Single digit P/E could also mean that they could pay a significant dividend. If interest ratea are going to rocket up to 2.5% then maybe we are going to see many single digit P/E high growth companies. With interest rates as high as 2.5% maybe people will somply lose interest in equities and prefer a yield of 5%. After all after ten years of 5% cumulative you get to ver 70% and 70% over ten years less inflation may be considered much better than high growth equities. Best, L

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