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

To: TREND1 who wrote (16223)10/29/2000 11:22:24 AM
From: TREND1  Read Replies (1) | Respond to of 60323
 
To all
You may want to look at SI URL below, it indicates future
EPS by quarter.

Q1 2000 .36
Q4 2000 .33 ( an estimated drop)

siliconinvestor.com

This SNDK thread may finally be reaching the point of
telling both GOOD and BAD news !!

Larry Dudash



To: TREND1 who wrote (16223)10/29/2000 11:28:26 AM
From: Zeev Hed  Respond to of 60323
 
Larry, that is an excellent idea, but split the SMH into two groups, the semi-equip, which should have a DSO of around 75 or so (because a lot of shipments take a long time to be installed debugged and fully accepted), and the chips, in which title is transferred upon "shipment".

Zeev


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