WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 250.23

-10.1%

Jan 30 9:30 AM EST

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To: OrionX who wrote (631)	7/23/1997 2:43:00 AM
From: Jerome Wittamer	of 60323

I'm sorry guys but >> the potential growth of this company has never looked any better, IMO. Sandisk's products are being integrated into so many applications - military, medical, computers, cameras, etc.. that I feel the stock has got to go higher. I hope so.<< I do not agree with that statement. Yes I want the stock to go up but what if revenues do not translate into earnings. While I agree revenues should almost double before year end from the 1Q, I am afraid margins remain, although less than six months ago, under pressure. The only thing I see as a possibility for SNDK to make above 25c for Q4 is sell a lot and sell it at a decent price=> this is based on the assumption that the supply-demand equilibrium has been broken and that production does not keep pace with demand for the product, not only for SNDK but for the flash industry as a whole. Keep an eye on FLSHF's results next week!

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