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

To: Sam who wrote (24717)	1/23/2004 12:15:44 AM
From: FlameMe	Respond to of 60323

wouldn't book value be $1,500,688,000? or almost $16 per share? the bottom line is that either SanDisk can beat their recent guidance or they can't. if they can, the stock will do fine and possibly great. if margins are headed down and will not come back up this year or next year, it won't.

To: Sam who wrote (24717)	1/23/2004 9:29:41 AM
From: Steve 667	Read Replies (1) \| Respond to of 60323

Sam, I agree. Yahoo leaves quite a bit to be desired about a lot of their numbers. I think there is much more going on here than analysts and institutional share holders trying to "fairly value" this company. The price action is not warranted by either company forward guidance, probability of meeting that guidance, or estimated value of the company itself. Not even close by any stretch. The tail is wagging the dog. The dog is not happy. Arf. Arf. Steve