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

To: pompsander who wrote (28035)	4/26/2005 4:33:36 PM
From: Road Walker	Read Replies (2) \| Respond to of 60323

re: 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. Another SanDisk ghost is data storage, the hard drive manufacturers and the likes of Iomega. I think the two psychological ghosts of the DRAM and storage markets will keep the stock at low multiples until SanDisk can unequivocally demonstrate sustained earnings growth. John

To: pompsander who wrote (28035)	4/27/2005 12:36:31 AM
From: Bargain Hunter	Respond to of 60323

... there also seems to be a sense that anyone can just "convert a fab" and start producing flash by the ton ... There is a relatively limited window where converting DRAM fabs to flash will make much difference to the flash market. When the flash market was much smaller than the DRAM market, companies in the DRAM business could not convert because they would not make enough selling flash to compensate for the loss from selling DRAM. At present the markets are sufficiently similar in size that conversion either way can make sense. In a few more years the flash market will be enough larger than the DRAM market that converting a fab from DRAM to flash will have more impact on tightening the DRAM market than it will in loosening the flash market.