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

To: Craig Freeman who wrote (19417)	3/3/2001 10:09:27 AM
From: Cooters	Read Replies (2) \| Respond to of 60323

<<SNDK's P/E is projected to be below the average for the S&P at year's end? >> If you categorize SNDK as a semiconductor manufacturer rather than a royalty machine, as I do currently, then the above would be consistent, particularly in this environment. On the positive side, the economic downturn appears to be centered around manufacturing/capital spending and not consumer spending, where SNDK plays. At least for now, they should be in better shape macro-wise than the majority of techs. Cooters