Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael A. Gottesman who wrote (8911)	1/27/2000 10:06:00 AM
From: Sam	Read Replies (1) \| Respond to of 60323

<<Could be a 3 to 4 million share day.>> I think it will be twice that, a 7 or 8 million share day, the way things are going, and up very very strong. I know no one will be getting my shares for quite awhile, and I suspect the same is true for many stockholders. Perhaps we'll do another QCOM. This market has innured people to high PEs. (For better or worse.) The price to sales ratio looks much better, especially if you believe, as I do, that they will continue the sequential growth, and continue to double Y-Y revenues. A billion dollars of revenue run rate looks probable over the next few quarters, if we assign a high growth 7 or 8 times revenue to that, then a market cap 8 billion results, equivalent to a stock price of well over 200, indeed, for 30 million shares or so, a PSR of 9 on a billion dollars of revenue would be 300.