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Technology Stocks : WDC/Sandisk Corporation
WDC 153.96+0.7%3:59 PM EST
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To: Zeev Hed who wrote (11553)6/3/2000 4:47:00 AM
From: The Prophet  Read Replies (1) of 60323
 
Zeev:

In his ON24 interview, Harari said that SNDK should be able to maintain 300% year to year increases in MB shipments. He also referred to flash dollar sales projections for the industry of 1.5 billion now and 15 billion in 10 years.

From this info, any guesses re SNDK earnings? Although I understand that SNDK has been saying pricing is "stable," there must be a significant decrease is $ per MB, otherwise earnings would grow 300% as well, once new capacity ramps up to good yields.

Prophet
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