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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (52372)	6/11/2011 1:57:11 PM
From: Sam	Read Replies (1) of 95703

Don, the reason Sandisk had such a big increase in the 2012 estimate is because it was based on only one analyst! I guarantee you that there are 2 or 3 analysts out there who (eventually) will give them an estimate of no more than $4/share for '12, if that. It is a company that some analysts love to hate. Not that 2012 estimates actually mean a whole lot right now. They will be undoubtedly be revised many times.

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