WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 162.40

+2.9%

3:59 PM EST

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To: orkrious who wrote (18539)	1/25/2001 9:14:03 AM
From: limtex	Read Replies (1) of 60323

JD- Nice try and I am still enamoured with SNDK but we have to face reality. Yesterdays announcement was a full blown disaster. there is no hiding it. 1. Product sales only to $154m from $150m in the Sept qtr 2. Revenue growth of 30% for fiscal 01. Great except most of growth in 2H 01. What does that say for 1H 01?????? 3. EPS for fiscal 01 only up slightly?????? Is this a joke? 4. ML at it again and this time I tkae them very seriously. Challenging Great expression. OK for those with a time horizon of 12 - 18 months. Excuse me but some of us have been sort of thinking that for about 4 years! Godd entry points over the enxt ?? few months I take that to mean they expect the stock to drop a bit! SNDK is a great company with fantastic potential but its revenues are collapsing and they have this limited visibility thing for the first half 01. Give me a break who on earth can see the second half 01 today. JD this is over. Never fall in love with a stock no matter how great the technology. Best regards, L

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