WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.68

+9.0%

3:59 PM EST

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From: dan.rosengold	1/4/2014 6:01:58 AM
	7 Recommendations Read Replies (2) of 60323

Stock performance vs. peers: 1. While 63% return is nothing to sneeze at, the 2013 stock performance was still lagging not just Micron, but even the hard disk drives companies. 2. I believe that SNDK may need to increase the dividend by at least 50% at some point in 2014. Maybe even at the Q4 ER. 3. Enterprise SSD is the key for future success. 4. Since I believe that we are going to see tremendous growth in enterprise SSD revenue this year, I see the stock moving past $80 once GS is satisfied with their ASR return. For GS, they need to cover in the low 60's and then drive the stock price up until April. I think that a) MU ER will show some pressure on NAND margins b) SanDisk earning will be strong and will beat the street consensus c) Guidance may be conservative. I think that the less riskier way for GS to cover is between MU earning and SanDisk earning. SNDK MU STX WDC

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