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

To: limtex who wrote (28031)	4/26/2005 4:11:16 PM
From: pompsander	Read Replies (2) \| Respond to of 60323

"What is it about this stock" There seems to be a persistent belief that making and/or distributing flash is a simple commodity process, worthy of no higher a P/E than a grocery chain or tire store. But, is the Company likely to grow earnings faster than such stores? The IP that does exist for the company is discounted, as it wont't cover the "next big thing" (even though who has a better chance of developing the next generation of IP for the next big thing than the entity currently pouring money into R and D and has the expertise in the current big thing?). There also seems to be a sense that anyone can just "convert a fab" and start producing flash by the ton...but this seems not to be the case at Micron, either for technical or costing reasons. Improved gross margins? - so what? New product design wins - so what? Huge Cash trove - So what? Until NAND and DRAM are somehow separated in the minds of the investing community there seems little hope of Sandisk being granted a "traditional" technology P/E of 22 or 25 times projected earnings.

To: limtex who wrote (28031)	4/26/2005 11:45:17 PM
From: NHP	Read Replies (5) \| Respond to of 60323

Limtex, This camera might be what you were talking about in one of your posts last year, in which you said that still cameras would eventually disappear (I hope I have that right). Anyway, I don't think you were too far off the mark. In my opinion I believe that dual-function (still and movie) cameras are going to become quite popular in the near future. Ansel Adams said something to the effect that the line between still photography and action photography would blur sometime in the future. Maybe this is the beginning of that time. consumer.usa.canon.com consumer.usa.canon.com I intend to purchase one of these cameras as soon as they become available in June, unless someone can point out something I am overlooking. Comments and opinions welcome! The camera records video on a 512 Mbyte SD card for about 4 minutes at 30 fps at VGA resolution. Suggested price: $499.00 Because great shots can happen any time, take still images up to 5.0 Megapixels while shooting movies with the new, exclusive "MovieSnap" feature Now there's no need to interrupt your movie when you see a great shot. With the S2 IS's new MovieSnap feature, you can simply press the shutter to capture a full 5.0 Megapixel still image at any time while recording a movie. NHP

To: limtex who wrote (28031)	4/27/2005 8:02:52 AM
From: Art Bechhoefer	Respond to of 60323

what is it about this stock? Note that investor sentiment has deteriorated markedly in the past couple of weeks, caused no doubt by fears of higher interest rates and lower levels of consumer spending. Again, we are seeing a phenomenon where external factors, unrelated to the fortunes of a particular firm, are responsible for the stock price. There are two ways to interpret the current situation. Economist Ben Stein, writing in BARRON'S, thinks this is just a super time to buy stocks, as the overall PE of the S&P500 is way below where one would expect it to be at a time when overall profits are growing better than 10 percent annually. The message I get, however, is that investors are worried that the whole economy (and with it the stock market) is heading downhill, owing to high debt, too much spending, and terrible management. I'm not expecting great things in the market for quite a while, but I don't mind holding stocks like QCOM and SNDK, which have growing world markets and virtually no debt. Art