WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.45

+3.0%

3:59 PM EST

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To: pompsander who wrote (27764)	3/28/2005 10:29:07 AM
From: Sam	Read Replies (2) of 60323

In the past year or a little more than that, SNDK has beat expectations (at times handily) in all but one quarter, but the stock has generally declined, sometimes sharply, after the report due to analysts' "expectations" of diminishing margins and profits that later proved to be wrong. Now there are predictions of continuing shortages of NAND for awhile at least, older markets for flash are still expanding and new uses for flash continue to be introduced. And SNDK has bought MDRM, which, while just a small company, gives it entree into a new promising market that could both expand the uses of flash and give SNDK a new source of revenue in the ripeness of time. It is about time to reverse the recent past trends, but whether Mr. Market will agree, I don't know.

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