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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (29815)	8/11/2000 3:37:20 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

Good afternoon Apollo. Re: SNDK is a great value play among tech stocks. I cannot resist. If SNDK is a value play at $58 per share, then what does this make SSTI, which is also a pure play flash maker? At $58 per share, Sandisk is selling at 42 times 2001 consensus analyst's estimates of $1.39 earnings per share. But at $58 per share, SSTI is selling at 12.74 times 2001 consensus analyst's estimates of $4.55 earnings per share, and SST is growing both top and bottom lines faster to boot. If Sandisk is a value stock at $58 per share, then we need to devise a whole new category for SSTI . Here is a good discussion of flash memory on radiowallstreet.com from last Monday. radiowallstreet.com The program mostly discusses SSTI with a few additional comments on the overall flash industry. SST's value proposition appears to be that they can make low density code storage more cheaply and sell it more profitably than other flash companies using SST's patented, proprietary SuperFlash technology. I cannot prove that SST will have an enduring long term advantage over other flash companies in this regard, but I will continue to read about this company and monitor its incredible execution. Off topic: I am learning a great deal about investing from the fine analysis of the elders on this thread, appreciate it very much, and look forward to reading your continued fine analysis going forward. Best regards and have a great weekend, Huey