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

To: Ausdauer who wrote (4314)	1/15/1999 12:17:00 AM
From: Daniel Joo	Read Replies (2) \| Respond to of 60323

Prime takeover candidate. IMO only - no rumors. I'm just looking at this company from a financial perspective. IMO, cash and patent portfolio that is generating royalties (free cash) alone is worth taking this company over. Market Cap - $607Mil - $127Mil in cash plus about $27Mil (assuming $1/share) in royalty payments. It's a no brainer. If a company pays a 30% premium, deducts the cash, takes out a loan to pay for the rest, the royalties will cover more than half of the interest payments and cash flow the rest - that's not even considering the potential business growth itself! Again, just my opinion. Dan