Sandisk – Flash and Sex

I am kicking myself for missing Sandisk in the low 40’s. Not your typical stock for a trend portfolio as the moves up and down are severe in this competitive space.

Sandisk just has the best style and marketing in the group and that will mean something as the YouTube and iPod generation comes of age. Trust me.

Not to be lazy, but my friend Bill Cara has long felt the same way and his archives are filled with wonderful analysis and moneymaking trades in the stock.

Today, they bought a big retail competitor – M Systems , shrinking the product universe. My first impression is smart, but the deal should have been cit when this stock was a teenager.

It bothers me that managements always seem comfortable paying up so much for competitor’s. If they follow the industry as their livelihood, should’nt they see these companies coming along earlier?