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 (18502)	1/24/2001 8:24:11 PM
From: limtex	Read Replies (1) of 60323

JD - Well I hope you are right but remember SSTI and I don't think it would be unfair to say that we just got a surprise..... a nasty surprise.....indeed a very nasty surprise. I don't think the market is going to go easy with a surprise of this magnitude. Poor old SSTI didn't even have a nasty surprise and it got delivered a P/EE of 4 or 5 times next eyars earnings which management came out and re-confirmed they were happy with. Have we yet seen anything to compare with Elis forward guidance? How many company's have come otu with guidance like this and not had their stock price cut in half? The big issue is that WE all thought that CF and MMCs were still growing. Desptite ML we STILL believed it, in fact even now as I sit here stunned staring at the screen not believing what I have just seen I still can't believe that CF sales collapsed and that the future is so gloomy for at least the next 2Qtrs. It is so shocking that it is numbing. Zeev and ML were both right. The shorts are going to kill us tomorrow. Best regards, L

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