WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 199.91

-8.9%

3:59 PM EST

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To: Bhag Karamchandani who started this subject	7/14/2004 6:19:01 PM
From: Area51	of 60323

Any estimates on 3Q EPS based on the call? My back of the envelope estimate is 0.36 (2Q EPS) * 1.15 (Revenue increase q3/q2) * 0.9 (operating margin decrease to 21% from 23%) = 0.37 The first call estimate is 0.32 for Q3 *************(EDIT)*************************** Whoops I was looking at q2 product rev rather than total revenue. Maybe only a 4% revenue increase: 0.36 * 1.04 * 0.9 = 0.34 so not as good as I first thought. After hours buying may be overdone at 24?

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