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Technology Stocks : WDC/Sandisk Corporation
WDC 155.45+3.0%Nov 25 3:59 PM EST

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To: Patrick Keeler who wrote (307)1/3/1997 12:04:00 PM
From: Roberts   of 60323
 
Remember this company is still growing in terms of unit volumes. The company got hit because there was a shift into lower margin products (i.e., 4 meg flash cards instead of 170 meg flash cards).

The overseas facilities are designed to increase international sales. This company is by no means in a crash crunch. Let's support a company that is investing for the future. This company is not in panic mode for a very good reason.

The 2nd half of 1997 will be good. Remember double density? SanDisk will be the only company shipping in volume this year. SanDisk will be able to come to market with products with the same specs but at a lower cost... result (increasing gross margins and revenue growth)
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