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

To: Ausdauer who wrote (18091)	1/9/2001 5:58:06 PM
From: Road Walker	Read Replies (2) \| Respond to of 60323

Aus, re: "Did Eli look like a guy about to disappoint "The Street" in two weeks?" No, and I have heard some VERY cautious CEO's recently. John

To: Ausdauer who wrote (18091)	1/10/2001 7:08:23 AM
From: limtex	Respond to of 60323

Aus - My guess is that Eli has blwon the numbers away but the market will tank the stock whatever SNDK does. Seems to em we are still in a bear market and if you believe those who go on about historic valuations there is still, believe it or not a long way to go down. My guess is that SNDK is an absolute winner on fundamentals but it will end up with a P/E of under 10. Its nothing to do with Eli or SNDK. The market believes that SNDK is in the smi-conductor business and the market is scared stiff of semi-conductors and won't risk any more money in it. Thats what we are going to have to learn to adjust to. Best regards, L