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

To: orkrious who wrote (15229)	10/1/2000 10:25:34 AM
From: luther yow	Respond to of 60323

Jay, agree with you, but it nice to see a bear to off set my overly bullish view. I fall in love with a stock once in a while and it good be brought back to reality. Still think sndk will see 100 either before earnings or slightly after. Will probably drop then until first of the year. IMHO Luther

To: orkrious who wrote (15229)	10/1/2000 10:44:10 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 60323

Jay, in a major bear market, you are lucky if your stock get valued at one time book value, because I expect SNDK to perform better than many other companies, I am using slightly more than two times what I expect their book value to be by then (between $13 and $14 per share). In the last few years, I believe (from reading other commentators on this thread) that SNDK not only sold under book, but under cash, so, twice book value for a "nax pain" situation is still "generous. Three years ago, I used the same measure on CYMI and I was wrong by a factor of two. Zeev irrevolute.iuma.com