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Technology Stocks : WDC/Sandisk Corporation
WDC 168.90+4.9%Dec 5 3:59 PM EST

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To: DaYooper who wrote (7441)10/10/1999 9:30:00 AM
From: Ausdauer  Read Replies (1) of 60323
 
Rory,

1. Tired of listening to mom complain about her camera only taking 12 (i think) pictures. It uses one of your little cards. Is this 64mb card, at $130 the best value and how many pictures will mom be able to take on Christmas day?

What type of camera does she use and at what resolution???

2. Will next weeks earnings surprise or disappoint?

I predicted a "blowout" many weeks ago, so I have to stick with that prediction. I believe concensus estimates are in the range of $0.21, and I think we will beat that handily. I suspect earnings will probably come in between $0.25 and $0.30 per diluted share. Having said that, I overpredicted earnings by a couple cents last quarter.

3. Could you recommend an objective, concise analysis of SanDisk's longer term outlook for growth, market share, and earnings projections?

The only objective, concise analysis I have seen with the parameters you mention is offered by IDC, but I think you will have a little sticker shock when you see the cost of the publication. The only other option is to open an account with a major investment brokerage and get a detailed report from Edelstone or Osha or one of these fellows who has crunched the numbers. That is, if they actually release that information to clients in one form or another.

Ausdauer
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