SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 290.50+7.5%12:25 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: broozer who wrote (27109)12/9/2004 10:54:05 AM
From: Sam  Read Replies (1) of 60323
 
Your objective of exiting "SNDK at around $25" must be a new one, since they were selling at that price just last week.

As far as SNDK's patents expiring, sure they will expire, but in this business, they will probably lose their value before they expire. And, at least given past R&D efforts at SNDK, will be replaced with other patents.

re: looking for another entry point next year around $17
My guess is that if their recent low around 19 is broken all the way down to 17, it will signal more weakness in the sector and the stock. I agree with Art's speculation that 30 is more likely than 17, though you can never tell in this volatile business.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext