WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

3:59 PM EST

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To: Sam who wrote (9158)	2/11/2000 11:46:00 AM
From: StockHawk	Read Replies (1) of 60323

>>I too believe that Robby Stephens is being "extremely conservative", especially with their '01 revenue estimates. The only thing that could make their $750m 'on the mark' is if ASPs fall more quickly than I anticipate. << I always like to see a brokerage report that is very positive in words, but conservative with the numbers. (As opposed to say, the QCOM $1000 price target that said everyone on the planet would have a CDMA phone in their pocket.) For one thing, it allows for a series of upward revisions and reiterations of strong buy recs. RS does state in the report that there is a "serious shortage" of flash memory and they note that it may persist until perhaps as late as 2002. That should help support pricing. StockHawk

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