WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 236.33

-2.9%

Jan 23 3:59 PM EST

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To: Michael Anthony who wrote (751)	9/17/1997 1:09:00 PM
From: OrionX	of 60323

For what my two cents is worth, with so much design work already put into the digital cameras, and other markets as well, by many of the licensees of the CF, if Intel wants any piece of this (these) market(s) they are the ones to have to adapt to the infrastructure already established by Sandisk. I don't believe products are going to be redesigned just to accommodate Intel. Sandisk is still way ahead of Intel with product already shipping and adding to a hopefully great earnings report for this qtr. Yes Sandisk's PE appears high, but this is in anticipation of some super qtrs to come. At that time, the PE won't be that high any more. JMHO, Mauro.

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