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Technology Stocks : WDC/Sandisk Corporation
WDC 154.72-4.7%2:44 PM EST

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To: Binx Bolling who wrote (13129)7/20/2000 7:39:15 PM
From: DukeCrow  Read Replies (2) of 60323
 
I've been following SanDisk for 5 years ;)

They suck at Forecasting.

How so? Eli seems to be pretty straightforward when it comes to outlook for the company.

Why doesn't SNDK have a toll free conference call number?

Where is the replay number?


No doubt. SanDisk IR should start doing things for the retail investor. Virtually every company out there has CC replays and also streams their CC's over the web. I think SanDisk needs to get their act together in this respect if they want to be a world-class company. SanDisk is no start-up. They've been a public company long enough; they should have learned these things by now.

Why did Niles leave Robby?

Why hasn't Niles repeated his strong buy rating on SNDK?

What is Lehman's relationship with Fidelity?

Who underwrote the SNDK secondaries?


I think I see what you're getting at here. Maybe Niles is trying to get all those Fido funds into SanDisk ahead of his strong buy rating. Lehman and Fidelity have strong ties, I believe.

Is Isreal giving a grant (read, not loan) to
Tower Semiconductor? Does that sound like socialism or
fascism to anyone else?


Huh? It sounds like Israel is trying to nurture a new industry in their country. The US does the same thing. What about all the money DARPA gives to companies? And what about the subsidized spectrum the FCC auctions to "designated entities" and smaller carriers?

Ali
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