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: David W. Tucker who wrote (713)	9/3/1997 7:56:00 AM
From: Leo Francis	of 60323

David, targets are born, when their fundamental and earnings power potential have not been fully realized by the market. IMO, I think a case can be made, that SNDK is "undervalued". My point was, that SNDK's stock price better appreciate fast (and I think it will), or the "target factor" increases. That said, I think we'll see some outstanding earnings in the next two Q's, and I expect an expansion of the PE. The licensing fees are a neat way to "increase capacity" to meet the enormous and rapidly increasing demand isn't it? But, there continues to be a consolidation trend, and I expect this to continue. SNDK shareholders have a lot of money in front of them. I just talked myself in to adding to my SNDK position!-g- Good Trading! LF

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