WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

3:59 PM EST

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To: limtex who wrote (3754)	9/27/1998 6:35:00 PM
From: Jerome Wittamer	Read Replies (2) of 60323

I agree with Rex, limtex, Hitachi and the others are putting a lot of pressure on SNDK's margins. ASPs have declined dramatically. And we have no news that the Taiwan fab is yielding good results (this would preserve SNDK's margins). Moreover Doug Fine has not been replaced yet. He was key to the company's success in Asia. Finally, MMC is now one year old and the Street has seen nothing come. How can the Street like this stock with so much uncertainty? It can't! At least until the 'news' trend reverses and a positive surprise comes out. BTW Does somebody know when earnings are out? Best Regards, Jerome

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