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

To: Cary Salsberg who wrote (28006)	4/25/2005 12:55:37 PM
From: alanrs	Respond to of 60323

SNDK might very well join companies, like QCOM and QLGC, that I don't buy because I can't identify sustainable competitive advantages, yet continue to execute at a very high level. Oh well, I guess we'll just have to soldier on without you. (Sorry, I couldn't resist). So what do you invest in? ARS

To: Cary Salsberg who wrote (28006)	4/25/2005 1:05:56 PM
From: alanrs	Respond to of 60323

I checked your profile and some of your posts on the AMAT board. Sorry again for the cheap shot. ARS

To: Cary Salsberg who wrote (28006)	4/25/2005 2:09:10 PM
From: Sam Citron	Read Replies (1) \| Respond to of 60323

Cost leadership and differentiation are the building blocks of competitive strategy and SNDK has executed well to enhance and sustain its advantage. Perhaps you could illustrate your point by means of comparison to one of your favorites, such as AMAT. Sam

To: Cary Salsberg who wrote (28006)	4/25/2005 4:56:37 PM
From: Pam	Read Replies (1) \| Respond to of 60323

Hi Cary, A risk section without any attempt to quantify the risk is just legal boiler plate to cover his ass and not very useful. Are you suggesting that risks that are properly identified but not quantified are not worthwhile to look at and should be ignored? Do you think, all types of risks are easy to quantify? SNDK might very well join companies, like QCOM and QLGC, that I don't buy because I can't identify sustainable competitive advantages, yet continue to execute at a very high level. If you come across technology company that have a "sustainable competitive advantage" over the "long-term" I would like to know. I would also like to know how you define "long-term" because it is being used very loosely and it is a very relative term. Whatever little education I have had in Finance has taught me that every company on this planet has basically four phases- Startup, Growth, Maturity and Decline. Now, its a different story that some companies have a Growth and Maturity period that could last several decades but ultimately every company has a Decline phase. I do believe, and it is possible that I am wrong and it won't be the first time that I have been wrong neither the last time that I have been wrong, that Sandisk is still in its Growth phase. -Pam