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

To: David W. Tucker who wrote (2817)	4/15/1998 10:50:00 PM
From: Rex Dwyer	Read Replies (2) \| Respond to of 60323

Hey Jerome, notice they only burned through $1.43M in deferred revenues?? They were smart not to "beat" the estimates in this Q and save the excess for 3Q and 4Q. I'd say the chambers are loaded for a blowout 3Q and 4Q98. Rex Sorry David, this was meant for Jerome.

To: David W. Tucker who wrote (2817)	4/16/1998 8:10:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

I will risk being overly optimistic. Based on 28,022,000 outstanding shares//$127,504,000 in cash and short term investments ($4.55/share)//closing price of 22.75//last four quarters of earnings totalling $0.89//-----> the calculated (adjusted) P/E ratio is 20.4, which is phenomenal for a company with this potential. If all things remain equal and 1997 earnings are exceeded by $0.08 for each quarter the forward P/E ratio is 16.1, an even better deal. In the event that the stock falls to $18 1/2 (is that likely?) the calculated forward PE ratio is only 12.3, which is highway robbery. Please place your orders to sell at 18 1/2 as soon as possible and e-mail me just before you do so.