WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 140.23

-8.9%

Nov 20 3:59 PM EST

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To: Jim Greif who wrote (12646)	7/7/2000 6:55:15 PM
From: Michael Kim	Read Replies (1) of 60323

Jim, I agree. Whisper #'s are pretty much THE numbers now - I don't even know why the market bothers with consensus estimates anymore. You can beat the consensus, but you'll blow it if you don't make the whispers. Seen this happen so many times, and it could happen here as well. Also, SSTI preannouncement hurt as well since it must have raised the expectations significantly - i.e., even if SNDK beats the Street AND the whisper by a penny, that might not be enough considering that SSTI will have a huge upside surprise in comparison in what many people consider the same markets (they are not).

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