WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.64

-2.7%

3:59 PM EST

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To: Theo Karantsalis who wrote (19967)	4/4/2001 9:40:20 PM
From: Ausdauer	Read Replies (1) of 60323

Theo, God, I don't think I could stomach single digits again. I think back to Fall of '98 and SanDisk was a nascent company. Now it is a much larger "enterprise" and the target markets are coming into sharper focus. Right now the trouble is growing pains. Eli and company were building in expectation of insatiable demand leaving the fabless model they previously followed behind. And all of a sudden demand falls off a cliff. Perhaps Eli was right when he said execution was the biggest risk to investors in SanDisk. We have swung from a supply constrained environment to the other extent of the pendulum. I am not sure how badly we will be penalized for this, but single digits seems to be a fairly severe punishment for a company with astounding growth during the last two years. I have no idea where the bottom may lie. We've crashed through several floors already. Are we in the basement now? God, I hope so. Aus

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