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


To: Pam who wrote (25365)3/16/2004 9:51:12 AM
From: Steve 667  Read Replies (1) | Respond to of 60323
 
First Call Consensus Recommendation Scale

1 = Buy

2 = Buy/Hold

3 = Hold

4 = Hold/Sell

5 = Sell



Most Attractive Issues
---- ---------- ------
Latest # Analysts Previous
Consensus Covering Consensus

(SCST) 1.0 5 1.4
(RCRC) 1.2 6 1.3
(LEXR) 1.2 5 1.5
(MRTN) 1.2 5 1.3
(IFLO) 1.2 5 1.3
(CLDN) 1.2 5 1.6
(MSM) 1.2 5 1.0
(TSA) 1.3 16 1.4
(RI) 1.3 12 1.5
(FIC) 1.3 12 1.4
(ELBO) 1.3 9 1.4
(EFII) 1.3 7 1.6
(SCSS) 1.3 7 1.2
(PTEK) 1.3 6 1.4
(RNT) 1.3 6 1.5
(STLY) 1.3 6 1.4
(NCT) 1.3 6 1.4
(WSH) 1.4 11 1.5
(MOVI) 1.4 9 1.5
(AVCT) 1.4 8 1.3
(EPL) 1.4 7 1.5
(GTN) 1.4 5 1.8
(VSGN) 1.4 5 1.7
(FLML) 1.4 5 1.7
(CEDC) 1.4 5 1.3
(DYAX) 1.4 5 1.5
(SIGM) 1.4 5 1.3
(MATK) 1.4 5 1.0
(CCBI) 1.4 5 1.3
(PGNX) 1.4 5 1.5
(ESE) 1.4 5 1.3
(APHT) 1.4 5 1.5
(BGFV) 1.5 13 1.6
(COMRF) 1.5 11 1.6
(MERX) 1.5 11 1.4
(ROP) 1.5 11 1.6
(HIBB) 1.5 11 1.6
(CTX) 1.5 10 1.7
(MICU) 1.5 10 1.6
(TTMI) 1.5 8 1.6
(MLS) 1.5 8 1.8
(JOSB) 1.5 6 1.4
(SGMS) 1.5 6 1.6
(LNY) 1.5 6 1.4
(FO) 1.5 6 1.4
(EASI) 1.5 6 1.7
(JCOM) 1.5 6 1.9
(TTI) 1.5 6 1.8
(DSCO) 1.5 6 1.2
(MSFT) 1.6 34 1.7
(DHR) 1.6 17 1.7
(TYC) 1.6 15 1.7
(TOL) 1.6 14 1.5
(FL) 1.6 11 1.7
(ZQK) 1.6 11 1.8
(FBN) 1.6 10 1.7
(SEM) 1.6 9 1.5
(CBK) 1.6 9 2.0
(SRCL) 1.6 8 1.7
(HVT) 1.6 8 1.9
(SCT) 1.6 8 1.7
(RESP) 1.6 8 1.8
(SHFL) 1.6 8 1.5
(ENCY) 1.6 7 1.5
(TMO) 1.6 7 1.7
(VSAT) 1.6 7 1.7
(FLSH) 1.6 7 1.8
(RCII) 1.6 7 1.7
(NCEN) 1.6 5 1.5
(MTX) 1.6 5 1.7
(FUL) 1.6 5 1.8

Fab 3? I thought we were talking about Fab 2. Good grief.



To: Pam who wrote (25365)3/16/2004 10:14:09 AM
From: Bruno Cipolla  Read Replies (1) | Respond to of 60323
 
re: fab 3 costs
Dec. 2, 2003
"The total investment in the new facility (Fab 3) at Toshiba’s Yokkaichi operations is currently estimated at 200 billion yen (equivalent to approximately USD $1.9 billion at the current conversion rates) in the period through the end of FY2005. Toshiba will fund construction of the building, while both Toshiba and SanDisk will provide funds for the manufacturing equipment"

sandisk.com

yen/dollar exchange rate graph
hitachi-hri.com



To: Pam who wrote (25365)3/16/2004 10:44:02 AM
From: pompsander  Read Replies (1) | Respond to of 60323
 
What role would increased royalties play in any coming NAND glut? Would this not provide some cushion for SNDK, as its patents produce some revenue stream from competitors?