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Technology Stocks : Semi Equipment Analysis
SOXX 343.07-0.5%Jan 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (45543)10/10/2009 3:00:17 PM
From: Sam1 Recommendation  Read Replies (1) of 95765
 
Welcome back, Don, and thanks again for the tables.

I have to say, though, .20 and $763m for revenue for Sandisk are both way, way low, although it is true that the Yahoo page says that. NAND prices have increased for the second straight quarter, contrary to previous expectations, and if the company does less than about $870 and .50 I will be very surprised. Actually, I think even those numbers are low, but I'm trying to avoid sounding outlandlish.

We'll get a preview when INTC reports, and talks a little about the NANT situation, and then a week from Tuesday, Sandisk will report.
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