WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.51

-0.3%

Jan 16 9:30 AM EST

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To: FlameMe who wrote (24629)	1/21/2004 6:52:31 PM
From: Ausdauer	Read Replies (1) of 60323

Ross, 1) The total revenue projections are quite bold for 2004. 2) Margin contraction is expected due to more purchased wafer. This has been harped on in prior Q's (captive vs. non-captive). 3) Tax increase has been commented on for the last 2 or 3 Q's. 4) I don't underestimate possible expansion of licensing revenues. These will grow as the overall NAND market size grows. This also can make up for reduced overall product margins. 5) Operating expenses will go up, but they won't spend $1.3 billion on advertising, that is for sure. 6) At $60/sh the valuation is about $5.3 billion with $1.3 billion in cash. Net valuation about $4 billion. Net income in last quarter was over $100 million. 7) Stock split coming. I don't understand the after-hours sell-off. Aus@2004=cameraphones.com

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