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Non-Tech : The Critical Investing Workshop
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To: patron_anejo_por_favor who wrote (28567)8/14/2000 3:09:44 PM
From: Ausdauer  Read Replies (1) of 35685
 
I think the consensus on SNDK (and I neither agree nor disagree) is that the earnings going forward will either not grow at the same rate as in the recent past, or even start shrinking. There is some evidence that its customers are seeing softening demand (especially w/respect to wireless handsets).

SanDisk doesn't has not sold a single product to the handset market.
The closest they come to telecom is flash disks for routers.

Ausdauer
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