WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.81

+0.5%

3:59 PM EST

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To: Bhag Karamchandani who started this subject	1/24/2001 9:43:21 PM
From: Andre Williamson	of 60323

Listen to yourselves - In the game of playing to earnings and in this brutish, contagious envirnment, SNDK didn't warn; they even beat estimates by 4 cents. Thems the facts. Guidance, rather than the usual sandbagging, now seems to include the possibility of a general meltdown in demand. I say look how SNDK has done and where they're headed. Short term, though, I don't see how we avoid the fan. Also, sandbagging might get SNDK in hot water. They were careful to issue a follow-up release after Eli's CES appearance, but his bullishness was in contrast to the gloomy tone they're setting for this year. I would not be surprised to see some [nuisance] lawsuits. Andre

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