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

To: Maverick who wrote (13162)	7/20/2000 4:37:48 PM
From: Sam	Read Replies (2) \| Respond to of 60323

Thanks for posting ML's report. First, they point out that Sandisk will be adding a third fab plus using .24 micron process plus getting higher margins over the next two quarters. Then they say that their new estimate is $1.13? Let's see, they already have .21 plus .33, or .54. The next two quarters, with the third fab in operation sometime next quarter, will surely be higher than .33, but let's suppose they are .33, then .66 plus .54 equal 1.20. And that is being extremely conservative, even ludicrously so, given the other things happening over the next two quarters. So where does he get 1.13? Is he expecting another earthquake to hit Taiwan or something? I don't know about these guys. Sam