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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Ausdauer who wrote (8745)1/21/2000 8:25:00 PM
From: A.J. Mullen  Read Replies (1) | Respond to of 60323
 
Yes, Sandisk perfomance this week looks anaemic by some standards:
quicken.com

The other stocks consist of a pharmacological equipment maker, a builder of fuel cells, and an encryption company. I'm less worried about Sandisk's valuation than some others.



To: Ausdauer who wrote (8745)1/24/2000 4:36:00 PM
From: DaveMG  Read Replies (3) | Respond to of 60323
 
Point is that I don't think that the stock has moved up recently because of mo mo investors.

Hi everyone from lurker.. Judging from the superb discussion on your wonderful and erudite thread, and from the way the QCOM thread deteriorated after liftoff, I'd say with almost total certainty that the MOMO's have NOT yet found you, which in my mind is just another good reason to invest in SNDK.

But do you really still think SNDK is cheap? When I look at it's mkt cap it does indeed seem cheap compared with the size of the opportunity, but PE and P/sales are another thing, unless of course one looks at the world from the POV of a relativist, ie "JDSU trades at a PE of X so I don't see why SNDK can't trade at Y".

And last but not least, anyone care to recommend a digital camera? Is it worth spending money on the high end?

Thanks Very Much,,,

Dave