WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 153.65

-5.4%

11:32 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ausdauer who wrote (10555)	4/21/2000 2:09:00 PM
From: Cardin Drake	Read Replies (1) of 60323

Ausdauer, Too bullish?? What, you don't believe your own posts? :) Seriously, 35-40% growth in megabits/per quarter is not unusual for a semiconductor company, and if you check Sandisk has done that for quite some time. I am very, very, confident that they will continue to do that for the rest of the calendar year. What is unusual is for price/megabit to remain flat. We appear to be in a period where demand is exceeding supply, and pricing is stable. That can change very quickly. Normally you would see a price decrease of 10-15%/per quarter. Those bullish projections are based on flat pricing, so in that sense it is too early to really count on them. I would hate to see analysts come out with these kind of estimates, because I would rather see some sandbagging where they can beat estimates. We will see. I don't normally hang out here, but I'll check in at the end of the quarter again. I have a large % of my net worth invested in Sandisk. The future is bright.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next