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Technology Stocks : SanDisk Corporation
SNDK 175.49-0.6%Oct 28 3:59 PM EDT
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To: Sam who wrote (5)6/28/2010 7:00:37 PM
From: sndk_longterm  Read Replies (1) of 36
 
Sam, it is apparent to me that this is because Intel and SNDK are in talks, without question in my mind. I've thought this for quite some time, and they are not moving forward with Micron. I wouldn't be surprised if the street already sees Intel not moving forward with them, and this is the reason why it is giving it such a low PE because it doesn't think Micron can keep up with CAPEX/growth going forward. Seems plausible to me.
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