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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Biff Malibu who wrote (424)	2/12/1997 11:35:00 AM
From: Ron Bower	of 60323

Just received a report on SNDK dated 2-1-97 that many brokers put out. Based on this report, I wouldn't consider buying. IT IGNORES DILUTION AND REPORTS A 34% DROP IN EPS 95-96 instead of the 46% full dilution increase. Has 1st Qtr EPS estimate of .13 (a drop from .18 in 4Q). '97 estimated EPS @ .62, '98 @ .71, est. 5 year growth of 18%. BV is end '95 & understates by 20%. I don't know who prepares these reports, but... With investors seeing reports like this, there will be little movement, then look out when true numbers get stated. Noted HP had 44% of Pentium Pro PC sales, Compaq 33%, then Dell, Gateway, PB sahring balance. Had seen a report that HP was going to get more agressive. Looks like they meant it. Makes the HP/SNDK deal look even better. Is Compaq next? Ron

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