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Technology Stocks : WDC/Sandisk Corporation
WDC 213.67-0.2%12:20 PM EST

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Bruno Cipolla
To: Unwelcomeguest who wrote (56611)1/6/2014 4:28:10 PM
From: Art Bechhoefer1 Recommendation  Read Replies (1) of 60323
 
Though you say you are "completely out of SNDK", it seems to me that the current price, despite the gain over the last year, is still below what some might call fair value. That's because (1) many investment firms appear to be holding off from buying, until they get marching orders from the movers and shakers, and (2) many analysts have ignored the rapid (really, really rapid) growth in demand for enterprise SSD.

SanDisk is one of the few tech stocks that I would be interested in accumulating in today's market. Other tech stocks that still offer reasonable buying opportunities are for the most part in other areas of technology.

Art
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