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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (52381)	6/11/2011 6:13:50 PM
From: Sam	Read Replies (1) \| Respond to of 95965

Well, actually, Don, an estimate of over $6 for 2012 is more reasonable than an estimate of $4.82, IMHO. IF, of course, we don't run into major macro issues that take down smartphone, tablet and SSD unit and revenue growth. Sandisk is in a huge sweet spot of electronics right now, and if economic growth continues, so will its markets, revenues and profits. JMO, of course. But based on a lot of reading and background in the company and sector. However, I capitalized "IF" in the previous paragraph for a reason. There is a lot of potentially rough economic weather ahead in this country, in Europe and even in what has been the real bright spot for economic activity over the past couple of years, in Asia and developing markets generally.