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

To: Sam who wrote (52074)	1/25/2012 11:44:05 PM
From: FJB	Read Replies (1) \| Respond to of 60323

Samsung's Line 16(fab) is actually larger than Fab 5 - 198,000 square meters vs. 187,000 square meters. The speed at which they plan to ramp it is unknown. hothardware.com

To: Sam who wrote (52074)	1/26/2012 11:01:21 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Sam, I got the same impression as you regarding the financial report and the cc discussion. However, there is one interesting thing in the financial statement that seems to have been overlooked: Book value per share has now increased to almost $29. Cash and marketable securities now are more than $24 per share. So one way you can look at this is that cash represents half the market value of the stock, currently trading just below $48, and about 80% of shareholder equity. The ratio of cash and marketable securities to market price is more than twice the cash/market value of Apple. Is Apple overpriced? Is SanDisk underpriced? Or is SanDisk ripe for takeover? Art