WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 165.54

-2.6%

2:37 PM EST

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To: slacker711 who wrote (26882)	10/25/2004 8:28:20 PM
From: Art Bechhoefer	Read Replies (1) of 60323

Re: Transflash. My guess is that SNDK must have some patents here, just as they do on the SD and miniSD. There is an analogy between the various physical sizes of flash memory and the various sizes of film in the photographic industry. No single size works for all applications. A company that has a strong retail presence for all popular sizes and shapes of flash memory is going to have potentially greater profit margins than another company that supplies flash memory to other marketing companies. SanDisk seems to have the retail brand name now, whereas Samsung's products appear mainly with other labels (including SanDisk). With the commanding position SanDisk has in its retail brand name, I find it difficult to understand why some investors would turn away from the stock, and meanwhile, others seem to be boosting Google beyond anyone's wildest imagination (or even earnings projection). Put another way, why would Google surge upwards and SanDisk fall to a point where its forward looking price-earnings ratio is well below earnings growth projections? Art Art

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