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


To: StockHawk who wrote (13860)8/12/2000 3:29:44 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Intel Endorse SanDisk and the SD Memory Card

Intel, Matsushita Develop Music-Distribution Software

techweb.com

Ausdauer



To: StockHawk who wrote (13860)8/12/2000 9:18:54 PM
From: Ausdauer  Respond to of 60323
 
Hawk,

Thanks for the post.

SanDisk's ROIC has been nothing short of exceptional.
I hope it can continue at or near this pace.

Although the term "value" when referred to tech stocks is subject to interpretation, SanDisk's growth rate and ROIC certainly make it a relatively attractive "value" at these prices.

If anyone gets a chance to hear any of the original G.G. authors speak I would appreciate hearing what they think about SNDK. Semiconductor stocks are not considered usual hunting grounds. I am hoping that SNDK is the exception here.

Ausdauer