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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

3:59 PM EST

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To: Craig Freeman who wrote (8801)	1/26/2000 1:29:00 AM
From: Artslaw	Read Replies (1) of 60323

No ... comparing SNDK with AMD is like comparing apples to "road apples". Reply to: "How will Sandisk numbers compare to these growth numbers from AMD?" Actually, Craig, Binx was pointing out the quotes from AMD's Flash group, which, unlike the microprocessor division, has been profitable for many consecutive quarters (I almost joined AMD's flash group out of college). As one analyst pointed out during the AMD conference call, "So, what is the lead time on your Flash shipments? 100 weeks?" Sometimes you find interesting investment information in the strangest places. . . Steve

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