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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: Daniel Joo who wrote (4015)	12/4/1998 11:01:00 PM
From: rll	of 60323

"$221 million in 1997 to well over $1 billion in 2002" Well that's more than a 35% projected annual growth rate. Let's see, with a P/E of 35, that would make SNDK's share price about $20. Competitive uncertainties may provide the basis for the current discount. As Ausdauer mentioned the Clik! from Iomega is about to be released. I have a gut feeling it may be released this Monday. However, I don't think it will seriously effect CF demand, unless they start putting the drive inside cameras. It still does have a cost advantage in today's market, although I think they may have missed their chance for a huge success. It will be interesting to see if IOM can get a camera manufacturer to oem the clik! drive. SNDK looks like a tempting investment to me. Solid state memory is the future. Thanks for all the info Daniel and Ausdauer. rll

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