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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 3:59 PM EST

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To: orkrious who wrote (13106)7/19/2000 9:36:26 PM
From: Road Walker  Read Replies (1) of 60323
 
Jay,

Don't get me wrong, I'm very positive on the company.

I just seem to remember after the last quarter that Eli said that 30% to 40% Q over Q growth was within reason. Now, we are talking 20% to 25%, and reading between the lines in the CC capacity growth seemed to be a real "pain in the neck".

I hope you are right that guidance is very cautious. I've only owned this company for about six months, still learning.

John
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