WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.26

+3.5%

Nov 28 12:59 PM EST

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To: TREND1 who wrote (11719)	6/2/2000 7:57:00 AM
From: Ausdauer	Read Replies (1) of 60323

Larry, Hope Hal has recovered from his hangover from yesterday's market action. Does he regret exiting his long position at $55 and change? Dr. Harari said that he anticipates MB's shipped to increase from 30-40% Q-to-Q for the next few years. In a stable price environment (this requires one to make assumptions) you can imagine that EPS growth will be better than reflected in the current $0.90 that is anticipated for 2000. He stated on the interview that the company is comfortable with these estimates. When asked if they might even do better than that I believe he said... "We'll work up slowly." This is vintage Harari. He wants to remain conservative and continue with the string of earnings surprises. Remember that they expect to triple MB shipped in 2000 vs. 1999. This is achieved primarily by the migration to 256 Mbit/D2 technology and the planned shrink. To a lesser extent Toshibas Yokkaichi fab contribution, the new fab space at UMC and an undisclosed alternate site will help out as well. 2001 = Dominion in Manassas. Let's hope that this gets up and running on time. The remainder of the presentation was upbeat, energetic and polished. He avoided all questions about market sentiment and "fickleness". Finally, I am glad to here we have another EE on The Thread. Perhaps you could explain the difference between analog flash storage and digital storage. I guess I don't quite understand the difference. Also, if Invox technology can achieve discrete voltage potentials in increments of 5 millivolts, what is the upper limit of cell levels achievable with the current card voltages? Ausdauer

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