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

To: Steve 667 who wrote (14254)	8/24/2000 1:12:07 PM
From: John F Beule	Read Replies (1) \| Respond to of 60323

I can't, but when a company is running at full capacity, and has sold everything that they are making, chances are good that earnings predictability increases. As you know, analysts want earning "predictability", and thanks to the book-to-bill yesterday, they got it. Sorry if I wasn't clear on that point, John

To: Steve 667 who wrote (14254)	8/24/2000 1:28:03 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Steve, My 2000 earnings estimates are $1.42/share, but I reserve the right to revise upward if more CF assembly licenses are signed. I also reserve the right to revise downward. I need an accountant to explain how the investment the in the Flashvision JV and in the Digital Portal JV and will be recognized. Does the company usually deduct the one-time capital investments from the balance sheet and deduct leasing obligations from operations on the P&L statement or is everything rolled into operations for the purpose of depreciating equipment? I understand the FlashVision expenditures this year are primarily for incremental R&D expenses and additional testing equipment. The Photo-Me kiosk venture is particularly important and there are recurring costs of $40 million/year while the kiosk build-out is going on. Will the Photo Me/SanDisk JV be reported as a subsidiary organization? Ausdauer