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

To: Road Walker who wrote (18452)1/24/2001 4:29:38 PM
From: All Mtn Ski  Read Replies (3) | Respond to of 60323
 
HHmmm....

The CEO was so positive in Las Vegas, but the PR is unduly negative, could things be worse than they say, thus leading to the extremely negative PR? Wow...

TT



To: Road Walker who wrote (18452)1/24/2001 4:51:59 PM
From: Win-Lose-Draw  Read Replies (2) | Respond to of 60323
 
I would have guessed at least a 10% sequential increase in product sales 4Q/3Q. Not 2%. I just don't get it.

This shouldn't be such a surprise. It was pointed out by more than one person that retail pricing of SNDK products was *not* acting like demand was outstripping supply. And that was over the Xmas shopping period.


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