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

To: ColtonGang who wrote (15545)	10/12/2000 5:07:27 PM
From: Kracko	Read Replies (1) \| Respond to of 60323

Well SNDK is up afterhours.

To: ColtonGang who wrote (15545)	10/12/2000 11:20:42 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Dr. DK... IMAGINATION IS A VERY POWERFUL THING!!! ________________________________________________________________________________________ "SSTI earnings should help SNDK a lot." I will go out on a limb here and state that Eli will not need to resort to defining earnings for the next 5 quarters in order to impress "The Street". Although I understand that SSTI has a lot to be proud of, I don't think that setting the precedent of prognosticating EPS estimates for 5 subsequent quarters is a good one. The next time earnings season comes around and they only give guidance for 1 or 2 future quarters the interpretation will be that management is skeptical about business prospects beyond. Instead I think Eli will hammer the Q3 results home, give some perspective on SanDisk's master plan and then let the analysts' imaginations run wild. We have penned some big deals lately. We have a protracted, precedent-setting legal battle coming to a close. We have a fab coming on line in just a few months. And we have megamarkets forming tornados all around us! And imagination is a very powerful force! Ausdauer SanDisk...plugging away one quarter at a time.