WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: slacker711 who wrote (27905)	4/15/2005 11:39:15 AM
From: pompsander	Read Replies (2) of 60323

Taking every extraneous known fact into the mix (demand, ASP, improved yields, marketing successes, design wins) it does not appear that SNDK can disappoint this quarter....Can anyone give us a sceanario where the "house of cards" could collapse? Goodness knows, the market has been sorely disappointed in the past when earnings looked mighty good on (and below) the surface. This was supposedly due to the infamous "glut" problem (never yet developed) and the too-rapid decline of ASP (which looks to be within desirable ranges, and a key advantage for SNDK over some competitors). I still like what this company offers and the P/E right now should not scare anyone if likely sceanarios for 2006-7 play out. Thoughts?

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