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

To: Cooters who wrote (26817)	10/14/2004 4:14:24 PM
From: Road Walker	Read Replies (1) \| Respond to of 60323

Anybody care to guess what SNDK will earn in the next year? I'm trying to get a "working" forward PE. John

To: Cooters who wrote (26817)	10/14/2004 5:03:47 PM
From: slacker711	Read Replies (1) \| Respond to of 60323

I think they said 40. Maybe I was underestimating the potential for Transflash, but this seems like a big number. I think that Motorola was only going to bring about 40 new models to market during all of '04. Sandisk must be getting quite a bit of penetration with Motorola and also be getting traction with Samsung or another new account. I was guessing that most of the market would end up going miniSD but it seems that Transflash will be more than a niche player. Slacker