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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST

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To: Jerome Wittamer who wrote (2802)4/15/1998 5:36:00 PM
From: limtex  Read Replies (2) of 60323
 
Jerome, Jay and Michael (if he's still around) -

Operating income (pre-tax) up from $1.5m to $6m.

Royalty income up from $3.25m to $8.67m

Sales up from $18m to $25m

And all this when as the Dr says Asian flu and (surprisingly as someone has already commented) Europe is slow!!!

Other than some bland words about design in work not a word about MMC or telephones or Siemens or new products.

Now WE KNOW THE DR IS CAUTIOUS. I would say this is as good as the Dr likes to get it given that its a bit seasonal and this is the worst season.

This stock is going to take time to get off the ground but its shown all th signs that it's on the runway with engines revving up. A bit frustrating but look around NASDAQ is full of volatility and even mSFT went nowhere for about a year a couple of years ago. SNDK is on track.

L
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