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

To: Sam who wrote (15544)	10/12/2000 5:00:35 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Taking no chances... SSTI projecting EPS through the first part of 2001!!! Is this what the market demands nowadays? Spill the beans and go out on a limb for a few quarters? That really takes guts. For the fourth quarter, we expect our product revenue to grow approximately 20 percent from the third quarter, mainly constrained by wafer supply. Product gross margin is expected to expand to approximately 47 percent, based on expected cost improvement and assuming continued stable pricing environment for the markets we are in. Royalty revenue is expected to be greater than $10 million. Operating expenses are expected to result in an operating margin of greater than 35 percent. Our expected tax rate is approximately 35 percent for the fourth quarter and earnings per share are expected to be approximately $0.48. For the first quarter of 2001, we expect our product revenue to grow approximately 20 percent from the fourth quarter of 2000. Product gross margin is expected to expand to approximately 49 percent, based on expected cost improvement and assuming continued stable pricing environment for the markets we are in. Royalty revenue is expected to be greater than $6.0 million. Operating expenses are expected to result in an operating margin of greater than 37 percent.. Our expected tax rate is expected to be approximately 38 percent for the first quarter of 2001 and earnings per share are expected to be approximately $0.56. For fiscal 2001, we expect our product revenue to grow approximately 125 percent from fiscal 2000. Product gross margin is expected to expand to approximately 50 percent, based on expected cost improvement, additional products and applications and assuming continued stable pricing environment for the markets we are in. Royalty revenue is expected to be greater than $30.0 million. Operating expenses are expected to result in an operating margin of greater than 38 percent. Our expected tax rate is expected to be approximately 38 percent for fiscal 2001 and earnings per share are expected to be approximately $2.90," he said. ___________________________________________________________________________________ Nice ramp-up in royalty revenues. That was one feature of SSTI's business that I have looked at critically. Nice to see it is finally taking shape. Ausdauer

To: Sam who wrote (15544)	10/12/2000 5:31:07 PM
From: Art Bechhoefer	Respond to of 60323

Re: Kodak's display technology. If it replaces the LCD on the back of digital cameras, it might be a great improvement. The current LCD display is almost useless when the camera is operated in sunlit areas. I've tried two different hoods over the back of the Nikon 950 to shut out the daylight. Each has several problems. One of the hoods comes with a 2x magnifier, which gives the eye a view similar to what you would see with an SLR. The problem is, the hood makes the camera bulky, difficult to hold, and less capable of being used for action shots. What would be better, other than the new technology, would be a hood with magnifier, where the whole thing can be folded to minimize the bulk, similar to the old twin lens reflex cameras. The optical viewfinder is not the answer either, particularly if you are using one of the accessory lenses. Art