WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.99

+8.6%

3:59 PM EST

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To: Art Bechhoefer who wrote (20134)	4/19/2001 8:54:15 AM
From: Road Walker	of 60323

Art, re: "The best analog to current CF applications is conventional film, which sells well during the Christmas season and during spring and summer vacation periods. Since CF is resuable, its seasonality would be more so than for conventional film. On the other hand, the market for SDMC suggests something more akin to film demand--storage of images from camcorders, PDA's, MP3, etc." I agree, the only thing I would add is that sales seem to track sales of the devices (based on the warning being primarily an OEM problem). And the devices are very heavily weighted towards Christmas season sales. It could be that SanDisk is a great trading stock, buy before 2nd quarter earnings report when the guidance will be strong, sell before 4th quarter earnings report when the guidance will be poor. The jury is out for me if it's a core holding. John

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