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: Dave Gore who wrote (18481)	1/24/2001 6:40:45 PM
From: Ausdauer	Read Replies (3) of 60323

David, I think the loss of OEM sales was partially offset by retail sales. We tracked retail sales unofficially here on this site during the holiday and clearly the increase in retail Q-over-Q prevented a major earnings disappointment. I still am dumbfounded how they beat the EPS estimates despite the flat top-line growth. I still need to listen to the c.c. Finally, it would appear that Merrill Lynch actually got it right. I respect the analyst for his accurate prediction, but am still upset that a single institution can sway the stock price so profoundly. Aus

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