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

To: Zeev Hed who wrote (18575)	1/25/2001 12:38:56 PM
From: limtex	Read Replies (2) \| Respond to of 60323

ZH - Well in our discussion concerning DSO I tried hard to keep the discussion on a pure analysis of the numbers. I don't think there was any more heat in it than that. I maight ahve hada bit of emotion perhaps in the references to the SNDK announcement but I have to ask di you expect anything so disastrous? I certainly didn't. This year should have been SNDKs coming of age. Continuously increasing volumes and revenues across a broadly expanding customer base. It is the worst reverse I have so far seen and I've seen a few. Not the worst eanrings announcement, I don't mean that I mean that I for one and I'm sure plenty of others on the thread thought that SNDK was humming along and even though the economy was tanking SNDKs products were so new that the revenues would grow because so many people were new customers you would therefore get growth. No-one has yet commented on the collapse in SNDKs revenues in the Qtr, never mind the current Qtr. Just imagine what the analysts are going to make of all this as the crunch the numbers. Zeev, MMC sales were down. How could that possibly be?? I could almost ahve nderstodd it if CF was down but MMC is supposed to be just getting going. Whats worse is the we've got QCOM is a couple of hours and heaven knows where that is going to end up but now its begining to feel a bit like another dose of last night. Best regards, L