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

To: Sam who wrote (9824)	3/25/2000 2:56:00 PM
From: Zeev Hed	Respond to of 60323

I don't think that SNDK will have a RMBS like move, currently I have a long term horizon visibility of another factor of 5 roughly in sales increase, which is much less (particularly in bottom line terms) than RMBS's potential over the next 5 years or so. Frankly, it is only because we live with a market that value stocks so far in the future that I even go through this exercise, and my general opinion is that such valuations may suffer some major setbacks if we get a serious bear market. Note that the transportation really must get above 3000 solidly to reestablish a true bullish trend in the market in general. Zeev