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Technology Stocks : WDC/Sandisk Corporation

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Jerome Wittamer who wrote (3286)	6/18/1998 6:40:00 PM
From: limtex	Read Replies (1) of 60323

Dear Jerome - This was the one thing to be afraid of. Correct me if I'm wrong but unless I am didn't eli just announce:- 1. Revenues for Q2 about the same as those for Q2 a year ago. 2. Royalties and license fees slightly down on Q1. 3. Unit sales prices decreasing faster than expected 4. Unit sales flat in Q2 compared with Q1 ie no increase in unit sales. 5. Very small current order book 6. Can't see very much improvement for Q3. 7. EPS for Q2 expected to be "marginally positive" !!! does that mean almost a loss for the Q. 8. Inventory write downs all over the place. 9. "...confident that current situation doesn't represent a lasting change to our long term business fundamentals" I have an awful feeling that you are right in that this time the train won't come back anymore but you are wrong in that it is going to sink not fly. Regards, L

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