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

To: Ausdauer who wrote (10571)	4/21/2000 2:09:00 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 60323

>>>>>Unconfirmed earnings revisions are coming.<<<<< It's very simple. Morgan Stanely is setting up SNDK to solidly beat estimates by setting a low bar. Analysts do this all the the time to stocks in which they have a friendly relationship so othey can blow away estimates and get a price bump. Morgan Stanley is a major holder of SNDK stock, and this strategy of giving their holdings a low bar to beat works in their interests over the longer haul. Beating estimates = Good CNBC coverage and good press.

To: Ausdauer who wrote (10571)	4/21/2000 3:27:00 PM
From: Ron C	Read Replies (1) \| Respond to of 60323

This morning on CNN/FN Robert Loest of IPS Millenium Fund singled out Sandisk as one of the best performers of his mutual fund. He pointed out the fact that they are a "disruptive technology", pointing out the definition as being a company that will bring to end an existing type of "consumer industry" (my words). It would appear that the writing is on the wall for most of the "film" industry. I am curious when these companies will begin approaching the mfgrs of the "NEW" tech. Are they going to just rollover and retire? Empty warehouses, desks void of employees and the hustle and bustle of business in the days of yore, gone forever? I was not really to clear about that definition during Dr. Harari's interview when he mentioned it yesterday on MSNBC. It was nice to see him on the show. The presentation of the product MMC/CF cards was clumsy. I believe "Marketing" could have done a better job of readying him for the spot. But, that seems to be the way "Marketing" is. HAPPY EASTER TO ALL LONGS. Eeyour