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


To: NotNeiderhoffer who wrote (11477)5/25/2000 1:54:00 AM
From: Wizard  Respond to of 60323
 
NN, did you see Dan Niles went to Lehman Brothers. Word is north of $10mm/yr...

SNDK, I spoke with these guys around the time of their secondary and they really downplayed upside potential due to the lack of capacity due to the earthquakes. Bought it anyway and then they really surprised me in blowing out the 2 quarters since. There is a warm place in my heart for Eli after that.

I assume its been getting hit a little extra due to the flash pricing bubble story making its way around said bucket shops. Intel announced 4x capacity increases in flash and ATML sh** the bed. Meanwhile, CompactFlash hitting growth sweetspot. How does that bucket shop Merrill Lynch price target of $135 sound??

Competitiveadvantage+epsrevisions=buy