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

To: Michael A. Gottesman who wrote (2440)	1/21/1998 5:04:00 PM
From: Sam	Read Replies (2) \| Respond to of 60323

I think that the stock will respond positively to the report. If we do get just a "modest" decline in revenue in Q1, with earnings flat, then one can project a pretty good year in 98. A PE of 25 seems reasonable for a company with these prospects, at this still nascent stage of its cycle, unless of course, the Asian flu turns into a version of the chicken flu. A price in the mid-high 20s seems reasonable to me to project in the not very distant future, if the overall market environment is OK. FWIW.