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

To: Ausdauer who wrote (26279)	7/1/2004 11:12:53 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 60323

Aus, Had them on my radar for a couple months. This yesterday from Briefing.com: 30-Jun-04 11:21 ET In Play NVE Corp strength attributed to report that Infineon and IBM unveil 16Mb MRAM prototype (NVEC) 40.00 +3.75

To: Ausdauer who wrote (26279)	7/1/2004 1:25:21 PM
From: limtex	Respond to of 60323

Aus - Maybe there comes a time when companies like SNDK have theri run and then competitors comes in and make life less profitable. Wen market caps get up to the leels of SNSK at over $20 it is big money and unless you have a patent lock over the whole product then then investors lose interest due to the "how much earnings growth is there left" syndrome. Companies with a market cap of less than $1bn, as SNDK was in the late 90s are a different story. My guess is that one reason fo the daily haircut is that people are just fed and throwing in the towel and on to more interesting stories that the analysts don't have a reason to slag off. This earnings report and CC needs something that maybe even Heaven doesn't have given the reaction to the last two earnings reports and CCs. I try to imagine what it is going to be like on earnings night wating for the announcement. My guess is that many people just don't want to be there on that night and who can blame them. I wonder if the thread has thought about what Eli needs to say in order to get the stock bakc to a multiple that refelcts the Companies revenue and earnings growth? Whay could he possibly say that would make the stock go up? Nice guy and great comany oand products but who wnats to live through what would happen if there is the slightest blemish in the earnings? Best, L