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

To: broozer who wrote (27096)	12/6/2004 1:40:36 PM
From: Sam Citron	Read Replies (1) \| Respond to of 60323

Broozer, Why would you be "very long" a stock that faces a "difficult environment in the future"? Sam

To: broozer who wrote (27096)	12/6/2004 4:22:32 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

More like 2-3x sales would be fair. -- Broozer, while 2-3x sales might be fair, compare SNDK with other technology companies with similar growth rates and you'll see it is cheap. The antitakeover provisions are designed to prevent an unfriendly takeover, but what about a friendly one? Art

To: broozer who wrote (27096)	12/6/2004 5:20:09 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Broozer, I share same fears... ...and these were recently amplified by an announcement that lawsuits regarding patent infringement were being filed against new competitors. This indicated to me that SNDK is truly afraid that new entrants can compete at the same flash density level having leapfrogged investment in early generation flash, having significant fab capacity to drive production and having let SNDK, Toshiba and Samsung pound out the learning curve during the initial years of flash adoption. If the new entrants were not yet a threat or were not likely to be a threat in the near future I question why lawsuits are being launched. If an early, aggressive stance against competition were adopted such lawsuits would probably have been instituted when planned capacity was announced. I see the SNDK IP lawyers wiping sweat off their brow now hoping that their timing was correct. Aus