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

To: Art Bechhoefer who wrote (19425)	3/5/2001 12:15:46 AM
From: Craig Freeman	Read Replies (2) \| Respond to of 60323

Art, thanks for the cogent comments. Start with your details. add Cooter's summary, then add the fact that SNDK currently has a P/E almost identical to INTC's, and the picture becomes complete. Mundane semis have been repriced to a P/E of 10 while those who "own" markets are carrying P/Es of around 18. You make a good case for buying at this level. But so many people are so busy selling everything ... that the deals may get better and better as time goes on. I hope that what I just said turns out to be wrong. Because semis make up a big piece of what I now hold. Art, thanks again for your well-considered post, Craig