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 157.75

+0.4%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (11135)	5/18/2000 12:35:00 AM
From: The Prophet	Read Replies (2) of 60323

Although I feel partially responsible for Zeev buying into SNDK at higher numbers earlier this year, let me say that I think $1.5 is highly conservative. Notwithstanding Harari's conservatism, we should easily grow at an average of 40% quarter to quarter as a result of margin improvements and some increase in capacity. For this quarter, I'm not sure we'll hit 40%; we may even see only 15%-20%. But, if so, we will make up for it in later quarters. In a sold out market with stable pricing, in a sector of explosive growth, acceleration in earnings should soon become self-evident.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next