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

To: Ausdauer who wrote (15233)10/1/2000 1:14:01 PM
From: Zeev Hed  Respond to of 60323
 
Actually, Aus, I think we got the October effect in September. I am more unnerved about the post election effect, and then the post New Year eve euphoria.

I doubt that SNDK will trade at cash during the next decline. I also think that some of this cash will be deployed. I said that I see a possibility of the stock trading at about twice book, which is many times cash.

Zeev



To: Ausdauer who wrote (15233)10/1/2000 4:56:50 PM
From: KevRupert  Read Replies (2) | Respond to of 60323
 
Cash Revenue Analysis:

Aus, excellent display of hyper revenue growth. You made an analogy of SanDisk trading "near cash value". Do you have a figure for the most recent cash level per SanDisk share? Thanks, ad


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