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Technology Stocks : WDC/Sandisk Corporation
WDC 155.64-2.7%3:59 PM EST
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To: JB who wrote (8812)1/25/2000 9:06:00 PM
From: Ausdauer  Read Replies (3) of 60323
 
Jack,

I listened to the Q3 c.c. tonite.

Cindy Burgdorf indicated that earnings should fall between 21½ and 25½ due to several factors discussed at that point in time.

I think it is reasonable to assume that bookings that will be fulfilled beginning in Q1 of 2000 will not be constrained by previous pricing arrangements with OEM's and retailers. Earthquake impact should be confined to Q4 of 1999. The higher margin 256Mbit/D2 products should make up the largest portion of Q1 shipments.

To be honest, I listened again to Eli's discussion of the major announcements of Q3 and I got goosebumps. There are some things that he says that require close attention to inflections in his voice and interpretation of subtle (subliminal?) messages. I think his contained and rational optimism is appreciated by the professionals who listen in on the c.c.'s.

Finally, I don't think that SanDisk loses any sleep at night deciding whether or not to split the shares. If it evened out some of the bumps in the road and got more shares into the hands of long-term private investors it would be a plus. At this point I cannot think of any other positives about splitting the shares.

Ausdauer
SanDisk...See the Big Picture!
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