WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Sam who wrote (27799)	3/30/2005 10:49:09 AM
From: slacker711	Read Replies (1) of 60323

I think Mr. Market may be waiting for the upcoming report and CC to confirm this. If so, if there aren't any inventory suprises, any margin surprises, any talk of price wars or diminished demand--then we could be setting up for a nice run in April Exactly. It takes a while to recover credibility with the market and Sandisk's October quarter surprised everybody to the downside. JMO, but with the current mood of the overall market and the possibility of Samsung moving DRAM to NAND, none of the analysts are willing to go out on a limb. Take a look at the earnings estimates trends for this quarter and the full year....they have barely moved over the last three months. These estimates are obviously nonsense now, since nobody was predicting flat ASP's for the quarter. finance.yahoo.com Slacker

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