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: Greg h2o who wrote (11408)	5/23/2000 6:09:00 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Greg, I think we agree more than we disagree. When you sold KO, the fundamentals simply didn't support that high a PE for a product that, despite the trade mark and the purportedly unique taste, is still a commodity. I haven't sold SNDK because in my view the fundamentals supported the higher prices, particularly if one took into account the intrinsic value of the patents and the conservative financial statements. If SNDK shares got totally out of whack with their fundamentals, I would be a seller too. Art