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


To: Michael A. Gottesman who wrote (8875)1/26/2000 8:13:00 PM
From: Don Hess  Respond to of 60323
 
I've been a shareholder for a long time...cannot recall a day as heartening and optimistic as this one.

- Don



To: Michael A. Gottesman who wrote (8875)1/26/2000 10:07:00 PM
From: Ausdauer  Read Replies (2) | Respond to of 60323
 
Thread!

First, thanks to Mike for sharing details of the c.c.

I was able to call and record the entire c.c. on a speaker phone. I listened to it on my 1 1/2 hour drive home today from work. I think you have reported all the news fit to print!

I listened to the Q3 c.c. yesterday. Recall that Eli was attacked by some regarding the timing of the secondary. Today's call was much more upbeat, particularly as noted in the tone of the voices of the analysts who called in. Frankly, some seemed very surprised by the positive results.

It is safe to say that Q4 was an unbelievable recovery from the dismal outlook at Q3 when the impact of the quake was still not entirely certain and the secondary offering was in jeopardy (and therefore, perhaps, the timely finalization of the MOU with Toshiba).

By all accounts we greatly exceeded top line growth expectations. Also, EPS was at least 30% higher than anticipated and 5½ to 7½ above estimates. Additionally, at the time of the Q3 c.c. 2000 EPS was in predicted to be $1.15 and it is clear that this will need to be revised upward (along with intermediate-term price targets).

THANKS, ELI AND COMPANY FOR A MONSTER QUARTER!

Who are all of these people dumping this stock on the day of earnings?

Ausdauer
SanDisk...See the Big Picture!



To: Michael A. Gottesman who wrote (8875)1/27/2000 2:19:00 AM
From: Binx Bolling  Read Replies (1) | Respond to of 60323
 
Don't let your kids visit The Napster.

They will be up all night and need your legal advice in
the morning.

napster.com

Now I understand all this talk about MP3 and Record Company Paranoia!

Binx, Sharing The Moment



To: Michael A. Gottesman who wrote (8875)1/27/2000 5:30:00 AM
From: limtex  Respond to of 60323
 
Michael and thread -

Can we all please now refer to these music palyers as:-

"CF Players" or Compact Flash Players.

I thought about calling them SanDisk Players as in ...my kids just bought SanDisk Players but I don't think we could get away with that one but CF Players might just work.

So question to say auto salesman at local dealership:-

Q: "Yes but does it have a CF player in it?"

A: "No but it does of course have the Sony Memory Shtick..."

Reply: "Oh sorry I can't buy the car my kids have no need for a Shtick player they want flash."

Best regards,

L