SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 139.09-0.8%Nov 21 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: limtex who wrote (19434)3/5/2001 10:24:42 AM
From: Art Bechhoefer  Read Replies (2) of 60323
 
L, my guess is that the profits from chip making operations will be up, due partly to lower manufacturing expenses and to sales from inventory (where expenses were already factored in previously). I have no idea of where royalties will come in, as SNDK has not been forthcoming with any information on this item. I also believe that SNDK net earnings after taxes on a fully diluted basis will be above where many analysts, including Merrill Lynch have predicted. That doesn't mean I'm a good estimator of future profits. All it means that the others, like Merrill Lynch, are simply awful.

Art
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext