WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: Art Bechhoefer who wrote (26774)	10/14/2004 8:04:38 AM
From: Pam	Read Replies (3) of 60323

Hi Art, Seems like SBarney analyst's bold prediction was on the money afterall. Listening to the conf call I am more confused than ever and seems like this stock has become one of the most difficult to analyze. Just too many variables. I am amazed at the slowdown in demand and wonder how would Lexar's performance look like tonight. I would also like to listen to what Samsung people have to say in their conf call. Did I hear right that Samsung produced 50% more Mbits in the last Q and dumped it in the market? Expect 30% decline in ASP again this Q? Nand Flash business is already become ugly! We are back to where we were a few weeks ago and today could be another interesting day. Good Luck everyone. -Pam

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