WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

Dec 24 4:00 PM EST

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To: Steve 667 who wrote (18793)	1/29/2001 6:14:08 PM
From: Binx Bolling	Read Replies (1) of 60323

Steve, sales to Telecom market were down 30% in the 3rd quarter(?). Did the conference call give any guidance on this segment of the market for the 4th quarter? I suspect your problem OEMs are located at Cisco and Lucent and maybe Nortel. Cisco, recently announced a sole source flash contract with AMD if I recall correctly. I find Eli's comments are often out-of-line with the controlling legal authorities (10K's and 10Q's) especially in regards to the competition. Also, another VP has left the company in last quarter. Was he up to some shenanigans and forced out? Sandisk ran a rebate promo back in the early August. They did not meet the required dates in returning those rebate checks. They timed mailing them so that customers would cash them in 2001. This is either fraud or incompetence. The biggest outrage was that interview Eli gave a couple weeks before the conference call where he misled listeners to think that analysts do not understand his market. How did the ML analyst get the scoop? SD Card is hype as far as I am concerned. Set Top Boxes with SNDK products are HYPE! Ranting. Denmark Stanks!

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