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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (6213)	6/29/1999 11:28:00 PM
From: Rex Dwyer	Read Replies (2) \| Respond to of 60323

Let's see, they may hit my $75.00 1999 price target after all. techstocks.com If volume ramps, with capacity low in the industry, prices hold, and the bottom line explodes. Aus is waiting for a 2M share day, I'm waiting for a top line of $55M and a bottom line of $0.40 in some Q. Congrats to all longs. Cheers, Rex $45 3/4

To: orkrious who wrote (6213)	6/30/1999 12:32:00 AM
From: Rocky Reid	Read Replies (1) \| Respond to of 60323

Anyone catch the VCall Conference today? vcall.com CompactFlash is getting the vast majority of design wins. The Analysts on this Conference Call really rip into Iomega's Joke competing technology. It's turning out to be a real Flop. The question is, can SNDK stock continue its amazing rise, or is the portable revolution and Mp3 already priced into it?

To: orkrious who wrote (6213)	6/30/1999 3:06:00 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Jay, re: "Sandisk's fab ready at .18 micron.". Not exactly. SNDK only has a small interest in the fab ($45M) and the first 0.18u parts will be for Xilinx and S3. What SNDK will probably get out if it soon is some extra capacity at 0.25u ... a line width which is perfect for manufacturing CF but considered passe for processors and such. When SNDK does finally get to 0.18u it will nearly halve their cost per unit ;-) Interesting day. At one point the shares were up $5-1/8 ... an amount exactly equal to the 52-week low! Craig