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

To: Road Walker who wrote (10493)	4/19/2000 6:02:00 PM
From: Rocky Reid	Read Replies (3) \| Respond to of 60323

>>> PE- 230 prox<< I think the PE is now 185. Last trade $106 new earnings $0.57 = PE 185

To: Road Walker who wrote (10493)	4/19/2000 6:35:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Dear Thread, 21½ vs 15½ Congrats to Eli and his entire SNDK team! I see a 40% Q-over-Q increase in earnings as being very significant and a 300% Y-over-Y increase as phenomenal. Also, we exceeded $100 million in quarterly revenues for the first time and it looks like a half-billion in annual revenues is "doable" for 2000. We have clear bookings visibility. We won a lawsuit. We got Microsoft on board. If we continue at this aggressive 40% sequential earnings growth rate per quarter the year will look like this... 21½ ===> 29½ ===> 40½ ===> 56½ ===> $1.46 annualized a less aggressive 20% sequential growth rate yields... 21½ ===> 25½ ===> 30½ ===> 36½ ===> $1.12 annualized Either way the outlook remains good. I think earnings are very positive, but not the "blowout" 25½ EPS we all hoped for. There will be many more opportunities for a blowout in the future. Ausdauer "Slow and steady wins the race."