WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 151.15

+8.7%

2:56 PM EST

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To: Steve 667 who wrote (15017)	9/25/2000 5:39:11 PM
From: docpaul	Read Replies (2) of 60323

<<Do you have any thoughts as to an entry point for SSTI at this time?>> Ah, the gazillion dollar question. :D I will not even begin to call myself a technical analyst, b/c I'm not.. I will point out a couple of important things however: 1) SSTI is at the Embedded Systems conference now, and as predicted, they have announced new products.. in fact 4 in a new family today! This might interest those who have interest in cell phones: siliconinvestor.com There might inevitably be more product announcements / press as they have ~25 new products left to announce this year according to the CFO.. 2) Earnings date is 10/10/00.. siliconinvestor.com Whisper is 0.27.. they're supposedly "comfortable" with the 0.30 that Kaufman is predicting, and have a propensity to significantly beat estimates.. beat them by 71% last quarter (wow).. Bing Yeh is extremely conservative with what he releases, so I would be prepared for another surprise.. even in the face of a move to a higher tax bracket (mid 20's to 34% this quarter).. Reason I mention these things is that from a fundamental standpoint, the stock is ready to absolutely fly.. conservative arguments are that this is a 45 dollar stock at this point, and it's relative volatility would make me nervous as a potential investment as to a good entry price.. today marks it's low in quite some time, and the technical analysts point to the formation of a cup and handle which is supposedly quite bullish.. shrug. If I had more money to invest, I would have done so today at the close.. anything below 30 would be a buy, without question.. all the best, and thanks.. I certainly am just looking to learn and in exchange show people what I've studied.. docpaul

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