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Technology Stocks : WDC/Sandisk Corporation
WDC 140.23-8.9%Nov 20 3:59 PM EST

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To: Road Walker who wrote (15716)10/18/2000 4:59:16 PM
From: Sam  Read Replies (1) of 60323
 
<<It could be argued that all expectations are adsurd. What's your benchmark?>>
Well, there is some truth to that, but once we make the decision to be in the market, we can't help but have some expectations. Mine--and others on this thread--were formed from listening to Eli in the last CC. I won't rehash everything that he said there, but go back to around July 20th or so, whenever the CC was, and read some the CCs post, especially as I recall, Jay's, mine, Aus's, a couple of others I forget who offhand. It was pretty clear that the company was guiding people to at least .33, and some people guessed as high .40, or maybe even a little more than.

I don't think of myself as a cheerleader, but I too was hooting at the analysts when they came out with their estimates in the high 20s.

Whatever, it makes no difference right now, the CC is what is important. Unhappily, I have to leave right now, and will have to listen to a replay.

Sam
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