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Technology Stocks : WDC/Sandisk Corporation
WDC 178.23+0.8%3:59 PM EST
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To: Steve 667 who wrote (26277)7/1/2004 10:49:25 AM
From: Art Bechhoefer  Read Replies (1) of 60323
 
Steve, LEXR projected sales for the last quarter seem to be about double the period last year. A loss for the second quarter would indicate that LEXR had to dump some inventory, and they could have done that simply by lowering prices of stuff they are shipping or offering rebates (i.e., discounts) to retailers.

For once, the Fool is on target. There is quite a difference in the prospects for SNDK and LEXR, even though both are treated by investors as if they suffer from the same problems.

Art
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