Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Theo Karantsalis who wrote (19967)	4/4/2001 9:40:20 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Theo, God, I don't think I could stomach single digits again. I think back to Fall of '98 and SanDisk was a nascent company. Now it is a much larger "enterprise" and the target markets are coming into sharper focus. Right now the trouble is growing pains. Eli and company were building in expectation of insatiable demand leaving the fabless model they previously followed behind. And all of a sudden demand falls off a cliff. Perhaps Eli was right when he said execution was the biggest risk to investors in SanDisk. We have swung from a supply constrained environment to the other extent of the pendulum. I am not sure how badly we will be penalized for this, but single digits seems to be a fairly severe punishment for a company with astounding growth during the last two years. I have no idea where the bottom may lie. We've crashed through several floors already. Are we in the basement now? God, I hope so. Aus