WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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To: jkb who wrote (2762)	4/9/1998 3:42:00 PM
From: limtex	Read Replies (1) of 60323

Jay - Eli has been very cautious in the past. Thats about all we have to go on. I'm not sure what standard practice is when earnings aren't going to make it i.e. not make it really bad or alternatively not just make it. Maybe there's a member who knows the rules or rather practice. I't wouldn't be surprising if orders from Asia were cut back but I doubt they had massive cancellations in any case the US and Europe are quite big markets and more than one company has become very successful without even going outside the US. On the upside I thought that the $90m raised by the now very sad secondary people was supposed to be used to manufacture some kind of components. Well Wahtever they were supposed to spend that on should by now have become a little cheaper and so should the cost of production. I hope I've got that right. Also it's quite clear that the market for SNDK products is taking off vertically and the only real competition is Smart Media but they only compete in cameras and not in computers or phones and they certainly don't have the MMC. Unless we're all stark raving mad this must translate itself into revenues for SNDK. I must say that Jerome has been saying for a few months that we should expect actioni ni May or June if not a little later and I think we've been diverted because for some reason the stock went up from 20 or so to 25 and change and has now come back to 21 and change. But what Jerome said still holds true more than ever as we've had some very good new product and deal announcements. Sorry if this doesn't give you a pricise answer to your question which I would also like answered but we're going to have to sweat this one out till next week. L

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