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

To: limtex who wrote (24095)	12/6/2003 6:37:03 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

L-Some recent comments of Eli are quoted in the latest issue of BARRON'S. The article on SNDK (in the technology section) suggests that analysts who understand the technology and the fundamentals (cash flow, asset value, patents, low debt, etc.) like the stock at these prices. Technical analysts, however, don't seem to like it. One technician is quoted saying the stock is fully discounted for years to come. The technical analysts tend not to understand what a company does or how it fits into the market for its products. They look at other technical factors. So if you go with the technicians, you'll probably not be interested in the stock, but if you go with those who understand the growing market demand for flash products, you'll probably be more likely to buy at these levels. Art