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

To: Greg h2o who wrote (11465)	5/24/2000 7:20:00 PM
From: P.M.Freedman	Respond to of 60323

The earning estimations made by the Street are VERY low. It offered big rooms to let SBDK to beat in the future. SNDK just entered its fast growth stage. Its revenues may go double in next year if their new production lines can deliver products two months earlier than planned. To me, I think SNDK may be bought out by one of those giants in the near future. Good luck!

To: Greg h2o who wrote (11465)	5/24/2000 9:49:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

The latest operating earnings were triple those of the same quarter last year. The valuations given to many companies, particularly the dot.coms, were and are ridiculous. But I'm comparing SNDK with some of the more accepted, profit making companies, including CSCO. Some also say CSCO is overpriced (see the recent article in BARRON'S), but one can also compare what Cisco is doing now with what a small auto company did in the early part of the century, before it became better known as General Motors. It's easy to overlook intrinsic value when trying to determine a reasonable price for the stock. Almost no one who bothered to look at the SNDK balance sheet in October, 1998 would have disagreed that the stock was undervalued. It was then; it is now.