SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (19010)2/9/2001 12:41:30 PM
From: limtex  Respond to of 60323
 
Zeev - Have you considerd the new plants coming on stream and the costs when they start up and the potential lack of customers for products as the recssion deepens?

How will SNDKs cash position be affected especially is there is an inventory build up?

Have you modeled the EPS with a material revenue reduction?

Best regards,

L



To: Zeev Hed who wrote (19010)2/9/2001 12:49:23 PM
From: limtex  Read Replies (1) | Respond to of 60323
 
ZH - Did you expect to be below 2,500 by only the 9th Feb? We've still got 13 more trading days left in the month.

Surely it can't keep up this rate of daily loss for the rest of the month? And what about March?

Are we likely to see some encouraging earnings reports in April, or will we see warnings in mid-March and what can we expect forward guidance to be like from companies in mid-April?

Best regards,

L