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

To: Mike Winn who wrote (1806)	11/24/1997 10:04:00 PM
From: limtex	Read Replies (3) \| Respond to of 60323

1. Lets keep a slogger on what we think the revenues are going to be next year. Without examining the figures in detail from what any of us who are involved even tangetially in this type of technology can extrapolate revenues are going to be VERY good and net earnings will be even better because this company has developed intrinsic value and has valuable working patents. 2. Regarding Asia, fund managers and all that. Well a number of thirty year old young people (called fund managers) who have been given the responsibility over millions of peopoes savings and who have never known anything else but the raging bull are going to wake up in the mornings not so much to meet an irritable bear but they are going to have to EARN their reputations by picking the minority of stocks that are going to grow in this new climate. My guess is that those of us who have put our money where our mouth is with respect to SNDK will do better than most fund managers who according to the analysis on this thread today haven't. I don't have the foggiest idea whether the stock will hit 40 or 50 or anytyhing else BUT going purely on funbdamentals I think this company is a winner. Plain and simple just look a the potential numbers in the areas of:- a. Flash memory for PC's, notebooks and hand helds. b. Memory for phones, pagers and communicating PCs. c. Flash memory for variuos camera type devices. d. Flash memory for portable music recorders and players. Never mind IOM being threatened try all the music stores you know bring threatened wtih a music version of AMAZON powered world wide by SNDK devices. Just follow the fundamentals and by the way if any knows of another stock with this much potential pls let us know.