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Technology Stocks : WDC/Sandisk Corporation
WDC 150.99+8.6%Nov 24 3:59 PM EST

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To: Mike Winn who wrote (2439)1/21/1998 4:59:00 PM
From: Michael A. Gottesman  Read Replies (1) of 60323
 
Have to agree - the less said the better. However:

"the Company anticipates that revenue in the first quarter will decline modestly from the record level in the fourth quarter."

Seems to me that a "modest" decline in the first quarter given the extreme cyclical nature of the consumer electronics stream is about as close as Harari will be to a home run. I'd love to see a modest decline in 1st Q from .27/share in the 4th Q, historically the best quarter for the company.

Plus increased profit with substantial decline in price of product? Sound good to me.
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