Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Ausdauer who wrote (12230)	6/26/2000 7:45:00 AM
From: orkrious	Respond to of 60323

Aus, remember at the annual meeting when I tried to pin Eli down about why he wouldn't explicitly guide analysts higher? He told me (and the rest of the group in response to my query) that he expected similar performance (sequential increases) for the next several quarters. He essentially said that he did not want to guide analysts higher because he was more interested in beating their numbers than in meeting them. Give the stock price performance in relation to other chip makers I certainly harbor the same fears as everyone else. However, I think it all comes back to SEG. If any other company had a 22% shareholder dump their holdings indiscriminately we would see the same thing happen to its stock price. Jay