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Technology Stocks : WDC/Sandisk Corporation
WDC 178.23+0.8%3:59 PM EST
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To: Zeev Hed who wrote (18949)2/5/2001 8:08:42 PM
From: limtex  Read Replies (2) of 60323
 
Zeev - Thanks for that. I am just a bit sorry that the thread has had to see posts with the kind of comments that were directed against me earlier.

As you know I have been a big supporter of SNDK for quite a few years. This thread has always been very tolerant and informative and I was quite disturbed to see that kind of posting here.

Now as ffor a recession after last years experience I hazard a guess that no-one knows just how long or how deep this recession is going to be.

I just try to think what it will be like three months form now as we await the earnings announcement. If Eli didn't see the sales collapse three weeks ago I wonder if he has any kind of worthwhile visibility for the ensuing two months? Will we see a healthy increase in revenues? Will we see an increase in EPS for the Qtr? Hmmmmm?

See hwat I mean. and then the forward visibility at that stage. In my viwe the makret has never quite appreciated SNDK. It had a relatively brief time in the spotlight with the rest in the great run up last year, but other than that it hasn't shone as others have and in a recession I wonder if fund mangers are going to add the stock in quantity?

Anyway thanks for the post. The $56 sounds just fine.

Best regards,

L
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