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 161.00

+3.5%

Dec 4 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tumbleweed who wrote (11077)	5/16/2000 7:00:00 AM
From: Ausdauer	of 60323

Are we in a tornado or not? The tornado cycle is typified by a severe inversion in the supply and demand dynamics. Because SanDisk is booked out for the next several quarters and because the entire flash market it supply constrained it is my opinion that we are already in a tornado cycle for flash memory. Also, look at the top line revenue and EPS acceleration for SanDisk. I think this says it all. It is hard to find a more compelling investment case than the case for SanDisk currently, especially since the share price has absolutely cratered despite all the good news. The "SanDisk Paradox" is alive and well. I also wanted to give credit to Steve Malsin who posted a link a few weeks ago that suggested total revenues from digital camera sales this year will exceed SLR sales. This is yet further substantiation of the tornadic activity that surrounds SanDisk. Aus

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next