WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 140.23

-8.9%

3:59 PM EST

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To: Pam who wrote (27832)	4/5/2005 5:20:01 PM
From: Road Walker	Read Replies (1) of 60323

Pam, Honestly, I think you are right, a lot of good things are being priced into the stock. And that's why it has been out performing it's peers over a three month period. One thing I've noticed over the years is that it's easy for the market to underestimate what pricing power can do for a semiconductor/commodity company. If you have falling costs, flat prices and increasing volume, fixed cost as a percentage of revenue can decline dramatically. The street often underestimates the impact on the bottom line. I THINK it's going to be a real good quarter for SanDisk, and I'm long, uncovered, with a liberal stop on the stock. (So run for the hills!). I may chicken out as we get closer to earnings... John

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