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

To: orkrious who wrote (16560)	11/12/2000 3:15:42 PM
From: Cooters	Respond to of 60323

<<Our checks in the channel indicate Siemens already represents over 5% of SanDisks revenues only one quarter after shipments have begun.>> This is an indication of the size of the market SNDK is entering. Amazing! Cooters

To: orkrious who wrote (16560)	11/12/2000 10:20:22 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Jay, Merrill Lynch stated... "We look for gross margins to trend to 37.4% by the end of F01 as the product mix shifts to an increasing percentage of revenues from flash products and as the license and royalties revenues remain flat going forward." SanDisk may have given guidance for licenses and royalties as flat for 2001 which may explain why we have been so weak. On top of this Lexar's vocal criticisms of SanDisk's licensing plans for CompactFlash may have influenced some investors. Either way I think it is unclear exactly how things will play out. The uncertainty is a killer. Ausdauer