WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

3:59 PM EST

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To: Bruno Cipolla who wrote (6405)	7/18/1999 1:48:00 AM
From: Ausdauer	Read Replies (1) of 60323

Bruno and Thread, When will we become a billion dollar company? Well, that is an unfair question. I was perturbed when somebody posed that question at the annual meeting because it just seems so irrelevant. I think we are on target to do $200 million this year based on this quarter's results. I feel Q3 and Q4 could be the real strong signals to investors as to the direction and velocity of this company. As Geoffrey Moore stated in his book, "The Gorilla Game", the signals that a company sends out regarding its potential become louder and clearer as time goes on and successful quarterly reports begin to stack up. I picked up on some weak signals last year when there were several years of strong growth upto Q1 of 1998. These were suddenly and swiftly dismantled by the Asian Flu. But from here on out I think that there will be no mistake as to how things are taking shape. Message 4024272 We had an ~20% revenue increase and an ~30% increase in diluted earnings per share from Q1 of 1999 and that kind of sequential top line and bottom line growth, especially if it becomes amplified, will definitely bring more attention to our jewel. Ausdauer

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