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From the East Bay

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Alias Born 09/27/2003

From the East Bay

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Saturday, 02/28/2004 4:02:35 PM

Saturday, February 28, 2004 4:02:35 PM

Post# of 704047
Zeev - Barrons is "bullish" on SNDK. Might not dip as low as you think. Read the "Technology Trader" in Monday's issue:

http://online.wsj.com/barrons/article_print/0,,SB107792746298141756,00.html

Bill Alpert quotes two analysts (from Morgan Stanley and Goldman Sachs -- two of SanDisk's bankers) who think the decline in profits may be over. One of the analysts (Andrew Root) believes that royalties "might exceed $1 billion..." Any thoughts?

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