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

To: Don Hess who wrote (5409)	4/14/1999 6:30:00 PM
From: limtex	Respond to of 60323

DH and thread - Competition is a big issue for CF and that is the between the lines message loud and clear. Lexar is doing damage and others too. And waht about all those rumours. Shown to be total nonsense...well done Eli and for keeping so quiet about the good news as well. IMHO the stock will do OK tomorrow if the NAZ bounces but if the NAZ does one of its mid year Titanic dive shows then SNDK will tank with it if not more. Having said that the report is simply great. This is Q1 and its ahead of Q4 even INTC can't do that trick. And SNDK is a big Christmas item to boot. When you think about it it is the best report ever. MMC units increased from 18,000 Q4 to 62,000 this Q and this is just the start. How many MMCs per Q by Q4 of this year? Margins up to 26% from 23% with all this competitive preasure....INTC couldn't do that trick either!!! Well done Eli and the team. Now get the PR machine really going and get some better market image with some good packaging and ads. Best regards, L

To: Don Hess who wrote (5409)	4/14/1999 6:31:00 PM
From: Art Bechhoefer	Respond to of 60323

Am I missing something here? The company has a book value of $7 per share and $5 per share in cash. A fast growing company generally is bid up to about 8 or 10 times book value, at the very least. Second, the comments about SONY are extremely bullish in the sense that Sony is opening up a big market, but currently has no product to supply it. And if they don't want to do business with SNDK, maybe their competitors, such as Panasonic will. There were so many other things at the telephone conference that sounded really upbeat, I would be surprised to see the shares selling below 40 in the next couple of months. With SNDK, there are really two big points - the patents and the strong financial condition. Art