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Technology Stocks : WDC/Sandisk Corporation
WDC 153.94+0.7%3:59 PM EST

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To: Art Bechhoefer who wrote (27796)3/30/2005 10:39:22 AM
From: Sam  Read Replies (2) of 60323
 
So why do SNDK shares fail to reflect optimism for 2005?

Well, a lotta question marks for the remainder of 2005. But--if the info that people on this board are digging up is accurate, it would appear that things are setting up nicely for the benefit of SNDK. I think Mr. Market may be waiting for the upcoming report and CC to confirm this. If so, if there aren't any inventory suprises, any margin surprises, any talk of price wars or diminished demand--then we could be setting up for a nice run in April, maybe even (finally) overcoming that supply of stock that exists in the low-mid 30s (one of my fonder dreams<g>). Once that is gone, we go to 40 fairly quickly, and then a shot at the most recent highs in the mid-40s....

Hey a guy can dream a little, can't he?
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