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

To: Bruno Cipolla who wrote (60130)	4/20/2016 12:20:45 PM
From: SiliconAlley	Respond to of 60323

I think that was a very good move. I suspect that most who are considering converting will wait until deal closure. There is no telling whether before or after will provide the optimal conversion ratio, but given the exceptional long term potential here, I would rather get in at current levels and collect the dividend. I believe all the concerns about the dividend are misplaced. It is not the magnitude of debt that is important, but rather the repayment ratios relative to free cash flow. Some people would think $10,000 per month for housing is too high, but this would look much different if you knew the borrower made $200,000 per month.