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

To: Art Bechhoefer who wrote (18485)	1/24/2001 6:51:29 PM
From: Bargain Hunter	Respond to of 60323

Art, thanks for the CC summary. The business still looks good long term. Short term might present some more buying opportunities. One point of caution re your comments on book value. Remember that a big chunk of SNDK book value is cash and stock. You need to separate that out before applying your book value multiplier, then add it back, otherwise you will get overly optimistic results.

To: Art Bechhoefer who wrote (18485)	1/24/2001 9:58:18 PM
From: JRI	Read Replies (2) \| Respond to of 60323

Any idea what consensus revenue and earnings for calender year 2001 were BEFORE the earnings announcement today? Ballpark would be good enough.. Thanks a lot in advance..

To: Art Bechhoefer who wrote (18485)	1/24/2001 10:47:25 PM
From: Trader X	Respond to of 60323

SNDK will rebound after the AM I think that the open will be the low for the day tomorrow and that SNDK will bounce back up to $40 by friday the latest. Investors will cream all over themselves at a chance get SNDK under $40, with a rebound of the economy baked into the works by the Fed's easy money policy. Remember, the markets discount the future, not the past. Just my 2 centavos.

To: Art Bechhoefer who wrote (18485)	1/24/2001 11:35:22 PM
From: hueyone	Read Replies (3) \| Respond to of 60323

re:SanDisk is gaining market share, if anything. In 2000, their market share was about 28 percent, and Harari expects it to be well above 30 percent in 2001. Art, Thank you very much for taking notes and sharing your results. Can you please elaborate on the above market share statement? Sandisk's 602 million revenues represents about 5 1/2% of the year 2000, 11 billion dollar flash market. Does this statement represent Sandisk's share of the flash data storage market? If so, that indicates that data storage represented about 2 billion dollars of the flash market and that code storage represented about 9 billion dollars of the flash market. These results would be in line with estimates I heard earlier in the fall. Best, Huey

To: Art Bechhoefer who wrote (18485)	1/26/2001 1:43:33 AM
From: Binx Bolling	Read Replies (1) \| Respond to of 60323

Art, are you hyping set top boxes? 8. Overall, Eli sees new markets becoming very large--in five areas: (1) Digital cameras and camcorders; (2) SD cards, which are about one year behind schedule (see above); (3) Internet enabled cell phones and PDA's; (4) Industrial and telecom infrastructures, including replacing hard disk drives with flash drives; (5) Flash component sales for set top boxes and Internet appliances How many years behind schedule are these set top boxes which use SNDK flash products?