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Technology Stocks : WDC/Sandisk Corporation
WDC 179.56+0.7%Dec 24 12:59 PM EST
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To: limtex who wrote (26295)7/2/2004 10:25:44 PM
From: Sam  Read Replies (1) of 60323
 
what might he say within the range of possiblities that would be the best thing that he could say (not something exagerated and said purely to create confidence but an honest comment of guidance reflecting the current vision of the next qtr or two)?

Neither MU nor STM are getting into the flash business, and there will be NAND shortages for as long as the eye can see.
<vbg>
Or ---> MU and STM have signed licensing agreements with SNDK, and will pay royalties at an undisclosed rate.

Or---> We were wrong last quarter, it looks like our costs will go down even faster than our ASPs in the coming quarters, so our gross margins will expand back to the mid 30s over the next 6 months, which look like they will be barn burners as new markets keep opening up and rapidly expanding.

Something like those would do nicely.
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