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To: Larry S. who wrote (50089)	12/16/2003 11:24:24 AM
From: DanZ	Respond to of 53068

SNDK is trading at a fairly reasonable valuation, but since many technology stocks are now trading at absurd valuations, the risk of holding a stock such as SNDK is that it will go down with the Nasdaq on down days. With many technology stocks trading at high valuations, I think that it is prudent to be nimble with just about every one of them, including stocks such as SNDK that are priced at just over 1 times their expected growth. Just my opinion. Best of luck with it.

To: Larry S. who wrote (50089)	12/16/2003 11:44:42 AM
From: Kelvin Taylor	Respond to of 53068

have no clue. nothing i see has changed. bot another 100 @ 54.90

To: Larry S. who wrote (50089)	12/16/2003 11:53:27 AM
From: Kelvin Taylor	Respond to of 53068

buying op imo. eom

To: Larry S. who wrote (50089)	12/16/2003 11:56:53 AM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 53068

10:52 am ET SNDK Weakness 55.42 -5.44: Hearing that weakness in SanDisk (SNDK) is due to EBN News report that flash memory-based data storage is drawing a crowd of new entrants that could see shortages abate by the middle of next year. Three leading chipmakers are jumping into the NAND flash game: Hynix Semiconductor Inc. and STMicroelectronics N.V., which have formed a joint venture to produce the chips; and Micron Technology Inc., which taped out a 2Gbit NAND device this month. Other flash makers"Intel, Silicon Storage Technology (SST), and Sharp"are eschewing NAND while developing versions of their NOR-based code storage products that will execute data storage functions. Jim Handy, nonvolatile-memory analyst at Semico Research Corp. in Los Gatos, Calif., said if every flash data storage supplier ramps production as scheduled, shortages could evaporate in the second half of 2004 and the market could head into oversupply.... (Briefing.com Note: this story is probably also contributing to the weakness in LEXR -8.2%).