WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.05

-2.0%

Dec 30 3:59 PM EST

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To: Cary Salsberg who wrote (28034)	4/26/2005 5:13:03 PM
From: Sam Citron	Read Replies (1) of 60323

OT You know the meaningful metrics much better than I, but I think that a useful place to start would be to look at PS PE PB and PC both individually and in comparison to AMAT or peer group at previous cycle troughs. Then we may need to adjust for macro factors and changes in competitive landscape. Imagine a 50 year old with $100,000 cash. No real estate, no stocks, no investments of any kind. No particular need for income. Willing to tolerate some ST volatility. How compelling is the buy opportunity today compared to 1996 when you started the Blood thread? Finally I would like to get a sense of the multiples that NVLS deserves in comparison to SNDK. Sam

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