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

To: Zeev Hed who wrote (18834)	1/30/2001 6:01:56 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

SanDisk 1997 to 2000 REVENUE ______________________________________________ Quarters 1997 1998 1999 2000 MAR 21,444 34,102 44,136 109,369 JUN 27,347 31,361 52,549 143,949 SEP 36,144 32,078 67,534 170,839 DEC 40,318 38,220 82,771 177,655 Totals 125,253 135,761 246,990 601,812 Note: Units in Thousands of U.S. Dollars

To: Zeev Hed who wrote (18834)	1/30/2001 6:55:36 PM
From: Win-Lose-Draw	Respond to of 60323

You may well be right, Zeev.

To: Zeev Hed who wrote (18834)	1/30/2001 11:13:08 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 60323

Zeev, Please excuse the intrusion here. I read this thread, though I usually don't have anything to add. Except now I want to give you this observation. I occasionally buy large capacity SanDisk solid state storage with IDE interface. Usually 256 MB or 440Mb capacity. Today I need to buy another unit to build a system to ship, and I can't find a single unit available at any of the usual on-line shops like Insight or CDW. Usually this item needs to be ordered in advance anyway, because the demand is greater than the supply. And today is no exception. In my opinion there is no general glut in flash memory. Though there might be in the small capacities. Regards, Sarmad

To: Zeev Hed who wrote (18834)	1/31/2001 5:26:23 PM
From: limtex	Read Replies (3) \| Respond to of 60323

ZH - Well thats it for the good news for at least six weeks only another rate cut to look to as any relief but that won't last more than ten minutes as this afternoons one did so rate cut isn't really good news as such since it sounds nice but does little. Its going to tkae a lot more than a coupple of 1/2% rate cuts to repair the damage doen to the economy. Notice how we don't hear so much about soft landings any more. And we now have people on CNBC talking about the possibility of the rate cuts not being able to reverse the decline in the economy. We now have the prospect of unrelenting bad news at least throught the next earnings season ie mid April to early May and the guidance that they will give then, anyone want to guess that lot and then my guess the big question what happens in Q2 and Q3. Given that this is no ordinary recession we now have to work out just how bad a recession it is going to be. How deep and how many years. I remember when I posted about recession a couple of months ago people responded that there was no recession only a reduction in growth to about 2%!!!! How good 2% would feel right now. Anyway my guess is you were right about the February massacre and it has just started. Looks like you will get an opp to buy SNDK at $25. I thought JP Morgan were a bit OTT when they projected the NAZ at 2,000 later this year. Now I don't think so. Last year the market took fat...this year the market will take muscle and bone. Batten down the hatches. You were right. Best regards, L