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

To: Art Bechhoefer who wrote (24830)	2/3/2004 9:53:56 AM
From: amoezzi	Read Replies (3) \| Respond to of 60323

How about adding a 4th dimension to your evaluation- Technical Analysis!

To: Art Bechhoefer who wrote (24830)	2/3/2004 9:10:57 PM
From: alanrs	Read Replies (1) \| Respond to of 60323

To:Art Bechhoefer who wrote (23050) From: John Fowler Thursday, Jan 23, 2003 7:21 PM View Replies (1) \| Respond to of 24839 Art, re: Despite price erosion, SNDK margins went from 34% to 37%. Unfortunatly, that's history. If Samsung is coming on line with a lot of capacity (and it appears they are, but I'm not sure of the timing), then the market may be looking forward. Remember in the earnings press release: "Despite the potential for near term pricing pressures...". I'm sure that comment wasn't casual. It may be a short term problem, with lower 1st quarter demand v. capacity. John This is a typical post from a year ago. Don't see that much of anything has changed except that those who held have more than doubled their money even with the recent sell off. We'll see what the next year brings. ARS