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Technology Stocks : WDC/Sandisk Corporation
WDC 158.65+5.6%9:30 AM EST
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From: dan.rosengold1/21/2015 5:38:30 PM
5 Recommendations

Recommended By
david1951
FJB
franklin1
JCnieuwenj
Tobias Ekman

   of 60323
 
The bad:
Lost big client SSD customer (Apple)
Production problems lead to not enough inventory; lost opportunity.
1H will need to replenish inventory;
Bad Q1 revenue guidance (Y/Y decline)
Bad Y/y revenue guidance (flat)

The good
2H - revenue growth resumed
GM for the year much better than in 1H
Enterprise SSD increasing

This is a second half story. Should move to low 70's (as I predicted in my last post) before turning around again. I see the stock at $100 by year end.
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