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

To: Art Bechhoefer who wrote (24689)	1/22/2004 5:56:22 PM
From: Dave	Read Replies (1) \| Respond to of 60323

Art: Yes, royalties are growing faster, but also royalty revenues are much less than product revenues. Yes, as price comes down typically demand increases. Classic supply v. demand. The problem is what happens if the market is flooded? RE: Kodak and SanDisk That was then, this is now. I don't see why you continue to harp on your comparison of Kodak v. Sandisk. For investors in either company, they clearly have different expectations. For example, I bet you'd have Kodak investors doing jumping jacks in the parking lot if Kodak announced 30% revenue growth. As I said before, the market gets scared away because of falling margins, threats of more competition, etc.

To: Art Bechhoefer who wrote (24689)	1/22/2004 6:11:03 PM
From: NHP	Respond to of 60323

January 22, 2004 Table of Recent Corporate Outlooks The following companies are among those that recently issued guidance: Company Period Outlook Change ............. SanDisk (SNDK) FY 2004 Rev $1.5B-$1.75B New ..............

To: Art Bechhoefer who wrote (24689)	1/22/2004 6:12:28 PM
From: John Carragher	Read Replies (3) \| Respond to of 60323

added sndk to my portfolio today..

To: Art Bechhoefer who wrote (24689)	1/22/2004 6:18:10 PM
From: AMF	Read Replies (1) \| Respond to of 60323

Kevin Landis, Firsthand Capital Mgt. was on CNBC this AM recommending SNDK. "Shares in the company have more than quadrupled in the past year, and the company announced a two-for-one stock split on Wednesday. The stock trades at 35 times earnings, Landis said, but the company's earnings have been growing at 100% a year. “That’s a reasonable price to pay for growth,” he said. moneycentral.msn.com

To: Art Bechhoefer who wrote (24689)	1/22/2004 6:40:20 PM
From: limtex	Read Replies (1) \| Respond to of 60323

AB - CF digital video cameras. End of tape. Thats what I am waiting for now. They alone will probably quadruple the current market for flash world wide. They use loads of flash and they are going to cut the cost of video cameras by probably 50% - 75%. Noone mentioned that yesterday or today. You need to ahve followed thisthread for a few years to get a feel for what is about to happen (again). Kodak never learned. they should have bought SNDK in 1997.. what a panic today and yesterday a/h....and the party is just begining...but the analysts don't know it...why should they they only just woke up to find d-cameras are serious<gg> Best, L