WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 162.40

+2.9%

3:59 PM EST

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To: Bhag Karamchandani who wrote ()	1/27/2000 6:01:00 PM
From: Cardin Drake	Read Replies (1) of 60323

Doing the math for next quarter: Megabyte growth Q3 to Q4 36% (hurt some by earthquake) Megabyte growth Q2 to Q3 > 50% Conservative estimate for Q1--40% growth over Q4. Now that the quarter is booked and pricing is not declining, that should translate to roughly 98 million in Product revenue for Q1, 12 million in royalty, 110 million total If margins improve marginally to 30%, (should be higher),we are looking at roughly .3 * 98 + 12 = 41 million in gross profit. Guestimate on operating expenses for Q1- Increase from 20.6 to 23. Operating Income = 41-23 =18 Interest and Other Income = 3.7 (Leaving it unchanged) Income before taxes 21.7 Provision for taxes= 7.2 Net income for Q1 = 14.5 EPS=.43 Adjusted for split .215

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