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

To: j g cordes who wrote (11579)	5/28/2000 6:09:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

JG Cordes, You stated... "...ten times the company" is a vague claim on wall street these days..." This is an expression. It is not meant to be a statement that actually quantitates anything. Not revenues. Not market share. Not unit production. It in not meant to be precise. It is not meant to be vague. It is something between vague and precise, perhaps. It is a figure of speech. There is a certain degree of vagueness that was intended when I wrote that. The actual details are in the upcoming report. The expression was used just to get your attention. I guess it did the trick. It was also meant to set the (proverbial) bar high for the discussion that follows. It is not a real bar. This is also just a figure of speech. I hope that I can surpass the standard that has been set. I hope that you will hold me to it. Ausdauer

To: j g cordes who wrote (11579)	6/2/2000 9:51:00 AM
From: Ausdauer	Respond to of 60323

""Ten times the company" is a vague claim on wall street these days, especially as growth and earnings will be more significant than market share, size, or ideas after this selloff. This is true for all stocks, most particularly with the techs. JG Cordes...here is my attempt to prove that SanDisk is in a much more advantageous position than it was in August of 1999. Again, "10 times the company" was written as a figure of speech with some license, not as an exact quantitation... [These are the links. I realize there are some typos and one or two incorrect links. I hope to revise with input from The Thread.] Message 13808062 Message 13808089 I am looking forward to some active discussion here. Ausdauer