WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Road Walker who wrote (13104)	7/19/2000 9:25:26 PM
From: TREND1	Read Replies (1) of 60323

John You wrote Is anyone else concerned that the guidance was 20% growth in the 3rd quarter; 25% growth in the 4th quarter? It seems to me that this is below former guidance. I got the impression that capacity gains were not meeting expectations. Answer: (1) 20% growth in rev/qrt = 107%/year (2) Stable flash prices/ cc (3) Stable gross margins/cc (4) 100% earnings growth (5) Asuume PE=growth (6) SNDK with PE=100 (7) SNDK price going higher, if general chip market holds. Larry Dudash PS: Not every good at FA

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