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

To: Art Bechhoefer who wrote (11471)	5/25/2000 8:59:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 60323

<<The latest operating earnings were triple those of the same quarter last year>> c'mon, art... you know that's a improper comparison for looking out over the next 12 months. << But I'm comparing SNDK with some of the more accepted, profit making companies, including CSCO. Some also say CSCO is overpriced...>> i'd buy SNDK over CSCO given today's valuations. and, yes, CSCO remains overpriced. it's far easier for a company the size of SNDK to grow at a rapid pace than it is for CSCO. and, i've seen the comparisons of companies such as CSCO to GM.... the difference is, CSCO is already the size of GM. to consider CSCO an "early GM" creates a small problem== the market ALREADY is valuing the company as a mature GM.