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Technology Stocks : WDC/Sandisk Corporation

WDC 162.40

+2.9%

3:59 PM EST

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To: Jill who wrote (26429)	7/23/2004 12:43:37 PM
From: Ausdauer	Read Replies (1) of 60323

Jill, sales could reach USD 2 billion this year. I think this is an outstanding achievement. They also beat profit estimates in a quarter where they intentionally undercut competition. Yes, there are negative things. Nobody will decide to upgrade their cellphones to ones with multimedia function or a earthquake could hit Japan and FlashVision's fab could fall into the abyss. SNDK may never mass produce anything at the 90nm node or less. Samsung will increase production 10 fold over the next year and swamp the market. There are a list of potential pitfalls in the quarterly reports. Aus

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