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


To: Zeev Hed who wrote (18510)1/24/2001 9:04:53 PM
From: orkrious  Read Replies (2) | Respond to of 60323
 
If we get into a bear market

This got a chuckle out of me. What have we been in?



To: Zeev Hed who wrote (18510)1/24/2001 9:10:42 PM
From: limtex  Respond to of 60323
 
Zeev- I critisized your comments on the DSO last Qtr. I wont crtitisize your comments on SNDK again. Your were right on the button.

I have been trying to find something of comfort in the press release, anthything but it ends with the most miserable comments I have ever seen SNDK make and such as they do say they then go on to say might get worse if the World economy goes into recession.

When have we ever heard such misery from SNDK, of all compnies with all its potential just about to be realized.

The entire good feeling of growth and new markets has evaporated. It was about $61 just before the last earnings which looked OK to me but not to you and you were right.

Now look at this mess. With all the new markets and uses and everything booming. well everything except revenues it transpires.

Never hold SNDK over an earnings announcement. Yeah right but its a bit late.

Best regards and well done on your predictions.

L



To: Zeev Hed who wrote (18510)1/24/2001 9:16:14 PM
From: limtex  Read Replies (2) | Respond to of 60323
 
ZH - I couldn't be a short but puts look like a very good bet on this tomorrow.

I was totally convinced that this was SNDKs big breakout year. Totally. Now they think Q1 they might increase EPS slightly over Q1 last year!!!!!!! What?

I would never have dreamed I could say this about SNDK. Still who on earth is going to want to hold SNDK through another earnings announcement?

Twice bitten .....???? shy.

Problem is my guess is that it opens up under $20.

Best regards,

L