SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (8964)1/28/2000 11:04:00 AM
From: Don Hess  Read Replies (2) | Respond to of 60323
 
Thread -

Speaking of Lexar (pretend that we were), I recall lots of discussion about the impact, favorable or negative, of the outcome of the lawsuit back when the market cap of this company was 1/10th of what it is today.

It seems to me - and please say so if you disagree - that the Lexar issue diminishes in relative importance as SanDisk grows. What could have seriously affected the stock a year ago now, I think, will just be a ripple in the pond.

Thoughts?

- Don



To: Sam who wrote (8964)1/28/2000 1:01:00 PM
From: Binx Bolling  Read Replies (1) | Respond to of 60323
 
Here is a repost from Rex Dwyer regarding Long Term Forecasts:

To: Mike Winn who wrote (697)
From: Rex Dwyer Tuesday, Aug 26, 1997 12:22 AM ET
Reply # of 8968

I am sorry, but the analysts are being WAY too conservative on the growth rate. To get to 12M units by the year 2000, SNDK needs to grow
by about 300% per year; 50K to 12M in 4 years.
SNDK is starting to see growth, conservatively, in excess of 150% per year.

People just don't understand the importance of design-ins. We knew this was going to happen.

Rex