WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: orkrious who wrote (16560)	11/12/2000 10:20:22 PM
From: Ausdauer	Read Replies (2) of 60323

Jay, Merrill Lynch stated... "We look for gross margins to trend to 37.4% by the end of F01 as the product mix shifts to an increasing percentage of revenues from flash products and as the license and royalties revenues remain flat going forward." SanDisk may have given guidance for licenses and royalties as flat for 2001 which may explain why we have been so weak. On top of this Lexar's vocal criticisms of SanDisk's licensing plans for CompactFlash may have influenced some investors. Either way I think it is unclear exactly how things will play out. The uncertainty is a killer. Ausdauer

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