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


To: Zeev Hed who wrote (9821)3/25/2000 2:29:00 PM
From: The Prophet  Read Replies (1) | Respond to of 60323
 
Zeev:

Welcome to SNDK. Been here since pre-split 50. Don't leave too soon - we may see 300 much more quickly than people expect. The Street has not properly projected the future revenue growth. Worth sticking around until April 19 earnings when you can draw your own conclusions. Stock may run up significantly due to this latest SEC filing. Finally, only caveat is that Court decision on Lexar patent case is due any time and could impact the stock in either direction.

Best of luck,

Prophet



To: Zeev Hed who wrote (9821)3/25/2000 2:29:00 PM
From: Sam  Read Replies (1) | Respond to of 60323
 
Well, Zeev, there isn't much bad news on the horizon!<vbg>
I don't think that a new high is imminent, suspect it will wait for the CC. Perhaps because I'm not used to these RMBS-like moves, but it went up to the 160s too quickly, needs to have some profit taking and some new owners taking positions in the 120s and 130s first, I think.

Do you think Sandisk might make a Rambus like move? They have a few similarities, both are patent holders/toll takers as well as manufacturers and potential disrupters. But I don't know enough about Rambus to know what they are about really.

RE: << I like the company, but the current price discounts a lot of good news and not much bad news (G).>>



To: Zeev Hed who wrote (9821)3/28/2000 6:07:00 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Zeev, Prophet, Rocky and others... Nice to have some fresh faces on this Thread posting on a regular basis and offering different perspectives.

Zeev, you said...

I like the company, but the current price discounts a lot of good news and not much bad news(G).

Did you mean that some of the bad news is discounted (Taiwan, foundry oversubscription) and that the good news is inflated? You lost me.

Aus