WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 272.12

+8.7%

12:51 PM EST

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From: Pam	10/16/2006 7:40:55 AM
	Read Replies (1) of 60323

Samsung 3Q Earnings presentation- samsung.com 8Gb MLC=40% of total o/p Bit Growth QoQ=35% === Looks like Sandisk should collect 90-95mm in L&R next Q and a lot more in 1Q07 when the overall sales are weak and Samsung has 75% output as MLC and traditionally 2Q is Sandisk's second best Q with price-cuts beginning 1Q so that should help us get past 2Q but does the street think the same way?? -Pam

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