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

To: Craig Freeman who wrote (16103)	10/26/2000 8:01:35 AM
From: orkrious	Respond to of 60323

well above the analyst's expected growth rate of ~37% This comes back to Eli's conservatism and the shallow analysis the analysts do. Next year's estimates are woefully low, but Eli doesn't guide them higher. He wants to underpromise and overdeliver. I can't blame him. I can blame the two analysts with "outperform" ratings instead of "strong buy" who simply don't get it. Eventually The Street will figure it out and we will have a move like we did earlier this year that is sustained. Jay

To: Craig Freeman who wrote (16103)	10/26/2000 9:20:46 AM
From: TREND1	Read Replies (2) \| Respond to of 60323

Craig you wrote All arguments in support of SNDK are welcome (I am still long in this stock for reasons other than the current P/E) ..................answer Now there is a thread called LEXR vs SNDK. It has a portfolio called LEXR vs SNDK so you can see how the market feels about LEXR vs SNDK. You can now post your questions and ideas about LEXR without fear ! Hopefully no one will post there(g). Subject 37231 Larry Dudash PS: I own SNDK in the low 40's, but the CEO of LEXR had some very good points (IMHO)in his conference call and I would like to know more about the LEXR vs SNDK conflict from a LEXR point of view.