WDC/Sandisk Corporation Message Board

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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: Art Bechhoefer who wrote (27336)	1/27/2005 6:44:41 PM
From: Dave	Read Replies (2) of 60323

Hey Art, Looks like y'all had a pretty decent Quarter. While on a YoY basis, product GMs are coming down (which is to be expected), the margin is substantially better than what the Street was expecting. I haven't had a chance to listen to the CC. They intentionally downgraded the shares in order to get a buying opportunity for themselves and their clients. I really don't "buy" (pun intended) that argument. Most likely, the analyst was trying to make a name for him/herself and s/he was wrong. Enjoy the victory! Dave

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