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Technology Stocks : WDC/Sandisk Corporation
WDC 169.99-2.4%Nov 11 3:59 PM EST
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To: Road Walker who wrote (15824)10/20/2000 8:10:08 PM
From: Ausdauer  Read Replies (1) of 60323
 
John Fowler,

I am floored by the statistics in the Merrill Lynch report...

A very bullish report. It specifically mentions the growth of the cellphone market
for SanDisk, saying that it could add $5 billion to the TAM of SanDisk.

"Our checks in the channel indicate Siemens already represents over 5%
of SanDisk revenues only one quarter after shipments have begun."

Now why was this disclosed to ML, but not publicly announced?

Ausdauer
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