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

To: Dave who wrote (25589)	4/15/2004 8:30:28 AM
From: limtex	Read Replies (2) \| Respond to of 60323

Interest rateswon't go up unless the econpmy is robust and there is sound and continuous job creation and if there is then business will be good and earnings will be good.

To: Dave who wrote (25589)	4/15/2004 2:57:14 PM
From: Steve 667	Read Replies (2) \| Respond to of 60323

Dave: That is a nice formula, but does it only apply to SanDisk? I think the feeling here is that Sandisk's PE is out of whack in context of the rest of the market considering that the company continues to do well. Just grabbing a handful of NASDQ 100, Let's take a look. Company P/E ======= ==== AAPL 57.91 CTAS 30.11 KLAC 76.68 PTEN 53.38 QCOM 59.07 ALTR 53.80 DELL 35.19 LLTC 42.31 RIMM 158.08 LRCX 107.28 AMZN 584.88 EBAY 110.38 MCHP 46.59 APOL 59.42 SBUX 51.68 MERQ 101.69 FAST 45.01 BEAS 45.00 MOLX 59.48 MRVL 140.15 MSFT 27.14 GENZ 111.71 MXIM 48.83 SPOT 39.03 CDWC 34.06 NTAP 57.72 CECO 51.70 GNTX 33.54 NVDA 59.91 CEPH 39.65 SYMC 50.60 IACI 191.76 ORCL 25.77 PAYX 46.39 INTU 31.19 VRTSE 42.10 ISIL 56.90 PDCO 38.32 WFMI 41.25 IVGN 60.50 XLNX 62.83 CPWR 93.22 CSCO 38.13 JNPR 60.40 PSFT 76.28 YHOO 127.19 What's wrong with this picture? Do you think that maybe these stocks are not exactly priced based on fundamentals (either company or market)? Regards, Steve