WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

3:59 PM EST

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franklin1

To: joncon63 who wrote (55084)	6/5/2013 11:38:28 AM
From: Sam	1 Recommendation Read Replies (1) of 60323

IMHO, Elroy -- and those who repeat what he says -- are looking in a rear facing mirror and not looking at the current situation. They haven't done the math on NAND supply constraints or demand drivers. To repeat my post of a couple of days ago, here is the math from Seagate's Luczo -- Message 28925771 And here is a very good analysis of the present situation, Kipp Bedard's talk yesterday: Message 28933167 Anyone who wants to know what the current situation is should listen to it as well as read the transcript of Sandisk's Analyst Day: seekingalpha.com The Analyst Day transcript is long, yes. Bedard's talk is only about 45 minutes if you want the short version. Or you can be really lazy and essentially just keep repeating that what has happened in the past will necessarily happen in the future, no matter how circumstances have changed. Then you join parrot-analysts like Dan Berenbaum. Bedard actually responds to a question on that very point (why is this time different) in the Q&A session of his presentation. All that said, none of this means that Sandisk won't ever trade in the 40s again, perhaps even over the summer. There are always factors beyond any company's or sector's or even government's control. Macro events have a large bearing on what happens to stock prices, and if there are macro shocks or a just a sharp general market correction (those haven't been outlawed, lol), Sandisk could easily trade back into the 40s.

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