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: Dave who wrote (27290)	1/26/2005 9:35:20 AM
From: slacker711	Read Replies (2) of 60323

It's easy to blast analysts especially when their opinion differs from yours. Of course, the difference of opinion creates an opportunity if you have sources of information that refute the analyst's thesis. Exactly....I love it when an analyst downgrades a company ahead of a quarter where I think I have some visibility into how the quarter went. Unfortunately, I dont really have that type of certainty with Sandisk and this quarter. It seems that sales of flash based products went well, but Samsung's ASP decline was more than forecast and their bit production was higher. This wouldnt be a good combination for Sandisk if they had problems at FlashVision. Slacker

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