WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 213.60

-0.2%

11:13 AM EST

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To: Bhag Karamchandani who wrote ()	6/25/2000 11:58:00 PM
From: Michael Kim	Read Replies (2) of 60323

From the Raging Bull thread, posted by Greenmale: Thread... well it's that time of year again, that's right EARNINGS SEASON!!! Just a couple of thoughts to keep in mind... First remember there was a significant 1 TIME gain reported last quarter. So that means this quarter will look like a disappointment to those who have yet to figure out why we have a PE of 20. Secondly, since all of what we produce is allocated, it will be very hard to surprise on the upside. Meaning, our production has been constrained for some time now and because of that our revenue and royalties are that much easier to predict. I will be very happy to see something in the .23-.25 cent per share area. THIS WOULD BE AN EXTREMELY SUCCESSFUL QUARTER! It is my opinion that those hoping for too much more may be disappointed. As for future earnings surprises, those will be provided by an outright LEXAR win (more royalties not yet being factored in) and the VA plant (more capacity=more product=more revenue). Good Luck Greenmale

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