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

To: Art Bechhoefer who wrote (18599)	1/25/2001 3:19:18 PM
From: ColtonGang	Respond to of 60323

Selling at less than 30x next years earnings,SNDK looks still cheap compared with those bloated profitless companies like AETH,etc.

To: Art Bechhoefer who wrote (18599)	1/25/2001 4:12:53 PM
From: JRI	Read Replies (2) \| Respond to of 60323

Art- Can you (or anyone) explain to me why cash & short-term equivelents went from $ 598m in Q3 to $ 478m in Q4....that's a pretty big drop, no? (120m)..I thought SNDK cash-flow positive last quarter? Also, I see under cash and short-term equivilents......broken down into cash, short-term securities, and investment in UMC.....What is the investment in UMC, and why would it be classified as "short-term"? It was down 54m in one quarter. Also, cash was down 66m in one quarter... Balance sheet looks fairly strong, just wondering what's up there....stock performed about the way I thought today...its gonna take a while to regain some confidence........best thing for it (technically) would be for it to thrash around for a few months in the 20's and low 30's...build a nice base and new long-term uptrend (the old one is irrevocably broken)....given semi's charts will likely not be ready until summer, and given SNDK inherent technical relationship with the semi's, this would seem a decent possibility... As said, I like the company, and think it has a lot of potential, and is not too expensive relative to a lot of others. Unfortunately, basing is probably gonna happen (and healthy) long-term. Thanks in advance.

To: Art Bechhoefer who wrote (18599)	1/25/2001 7:42:02 PM
From: limtex	Read Replies (1) \| Respond to of 60323

AB - I am still a believer on SNDK, I am just gettig over the shell shock of yesterdays announcement. One day they will earn $2.5 EPS in a year and have a P/E of 40 but in the meantime we are clearly not out of the crash and it is just taking anoterhr downturn and taking a lot of teh techs with it. Is it my imagination or wwas today one of the worst for tech stocks since the crash began nearly a year ago? My guess is that we are now post earnings season and nothing going on till mid-March and then the next earnings season and who on earth will want to hold any stock through that one. Not again. Not another session like last night/this morning. Whats your guess for revenues Q1 in terms of good, bad or indifferent? Best regards, L Best regards, L