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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Craig Freeman who wrote (6076)	6/20/1999 8:38:00 AM
From: Ausdauer	Read Replies (1) of 60323

Craig, Having played the Devil's advocate for far too long, it's a joy to see CF flourish and SNDK longs prosper for their patience. It would be nice to have a few detractors on the thread. I have feared that this site may become a support group for neurotic SNDK longs. I hope that we have clear sailing ahead, but still the urge to look over one's shoulder is there. I believe that Q3 may offer an earnings surprise for us. My unofficial tracking has indicated that CompactFlash sales are way up. One site I check daily is selling 30 to 40 SanDisk 48 MB CompactFlash cards daily versus only 5 to 10 cards a few months back. Multiply that times the number of e-mall sites and factor in sales at any one of the 10,000 retail outlets and you get some huge number. It will be interesting to see how Dr. Harari lays out the course for investors after this Q's earnings report. I believe he said Q2 would mirror Q1. If we do a tad better than that and he hints at firming of the ASP's and increasing demand for CF and MMC (ahead of schedule) we could have an early Christmas here. A couple of earnings revisions by the analysts would be welcomed. I am very excited about the infrastructure in place to meet market demand in the event that we experience an inversion in the supply/demand ratio. The digital camera market is red hot now and Casio has a number of palm PC offerings on the top 100 list. Craig, please continue to keep us firmly planted on Earth here. We need a reality check every now and then! Ausdauer

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