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Technology Stocks : WDC/Sandisk Corporation
WDC 184.68+7.2%1:05 PM EST

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To: Steve 667 who wrote (24479)1/5/2004 4:38:42 PM
From: Ausdauer  Read Replies (2) of 60323
 
Steve, I don't know about the effect of dilution.

There will be an increased tax rate as well in 2004 now that the tax loss
write-offs have been used up. But Q4 2003 may be a big, big quarter. At retail
I have not seen this type of interest in a long time based on the crowds at the
digital camera displays. This could be an exceptional quarter.

I can't explain the PowerPoint slides either. Did they take a write off on some
loss related to the UMC shares? I looked at that presentation about 2 weeks
ago and had the same questions as you.

Aus
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