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

To: TREND1 who wrote (13267)	7/23/2000 1:59:50 PM
From: orkrious	Respond to of 60323

Larry, I'm not Cardin but I'll respond. Eli's guidance is always WAY low. He's a sandbagger that always wants to surprise way to the upside. Now that growth is exploding, the upside surprises are likely to be greater. In the Q 1 CC, three weeks into the Q2, royalty guidance was for $12 mil, the same as Q1. SNDK management knew damn well that royalties would be way above that, yet they did not want to guide higher. Anyone that believes the royalty guidance is smoking something. Anyone that believes the analyst estimates is mentally challenged. I am not sure what the analysts agendas are. If one of these analysts doesn't have an agenda, than they are not working hard to understand the Company and they are only parroting the lowball guidance from Eli. All IMHO Jay