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

To: Art Bechhoefer who wrote (10502)	4/19/2000 8:38:00 PM
From: orkrious	Read Replies (1) \| Respond to of 60323

Art, you shouldn't use the one time gain in the PE computation. However, the gain does flow right through to book value and increases it by approx 25%. All in all, I thought it was a tremendous call. We are only meeting 60% of the demand because of capacity constraints (there is a downside to this as it allows competition potentially to make share gains) and Eli said their goals are comparable sequential growth for the rest of the year. I figure that if he tells analysts that then it is almost a done deal and Aus' 40% gains are not out of the realm of possibilities. Happy Passover to all who celebrate. Jay

To: Art Bechhoefer who wrote (10502)	4/24/2000 5:29:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Art, You said... If this wasn't a blowout report, then I don't know what blowout means. Positively the most optimistic report I've seen from any of the more than 40 companies I follow. Message 13466532 I tend to agree, but I don't follow 40 companies. The report is encouraging, indeed. Fantastic Fact #1 SanDisk achieved one half of the 1999 EPS in the first quarter of 2000. Fantastic Fact #2 SanDisk total MB production nearly quadrupled last year despite the Taiwan earthquake and a period of low production yield. This is a direct result of the transition from 64Mbit to 256Mbit/D2 technology. Ausdauer

To: Art Bechhoefer who wrote (10502)	4/24/2000 9:13:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Fantastic Fact #3 "A whole new generation is discovering the time- and cost-efficiency of CompactFlash: instead of buying roll after roll of photographic film, they can reuse a single CompactFlash card over a lifetime." Fantastic Fact #1 SanDisk achieved one half of the 1999 EPS in the first quarter of 2000. Fantastic Fact #2 SanDisk total MB production nearly quadrupled last year despite the Taiwan earthquake and a period of low production yield. This is a direct result of the transition from 64Mbit to 256Mbit/D2 technology. Ausdauer

To: Art Bechhoefer who wrote (10502)	4/25/2000 6:53:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Fantastic Fact #4 quarter total revenues royalties diluted EPS (000's) (000's) (000's) Q1 1999 44,136 8,210 7½ Q2 1999 52,549 10,249 10½ Q3 1999 67,534 9,910 11½ Q4 1999 82,771 12,851 15½ Q1 2000 109,369 12,120 21½ Fantastic Fact #1 SanDisk achieved one half of the 1999 EPS in the first quarter of 2000. Fantastic Fact #2 SanDisk total MB production nearly quadrupled last year despite the Taiwan earthquake and a period of low production yield. This is a direct result of the transition from 64Mbit to 256Mbit/D2 technology. Fantastic Fact #3 "A whole new generation is discovering the time- and cost-efficiency of CompactFlash: instead of buying roll after roll of photographic film, they can reuse a single CompactFlash card over a lifetime." Ausdauer