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

To: Road Walker who wrote (20025)	4/9/2001 4:36:05 PM
From: Starlight	Respond to of 60323

John - This is what came up when I clicked on the SNDK symbol on the Fortune page: fortune.com

To: Road Walker who wrote (20025)	4/9/2001 4:38:49 PM
From: Starlight	Read Replies (1) \| Respond to of 60323

OT - From RB: Subject: Glossary of new stock market terms Momentum Investing - The fine art of buying high and selling low. Value Investing - The art of buying low and selling lower. Broker - Poorer than you were in 1999. P/E ratio - The percentage of investors wetting their pants as this market keeps crashing. Standard & Poor - Your life in a nutshell. Stock Analyst - Idiot who just downgraded your stock. Bull Market - A random market movement causing an investor to mistake self for a financial genius. Bear Market - A 6 to 18 month period when the kids get no allowance, the wife gets no jewelry and the husband gets no sex. Stock split - When your ex-wife and her lawyer split all your assets equally between themselves. Financial Planner - A guy who actually remembers his wallet when he runs to the 7-11 for toilet paper and cigarettes. Market Correction - The day after you buy stocks. Cash Flow - The movement your money makes as it disappears down the toilet. Microsoft - A condition temporarily remedied by Viagra. Cisco - Side kick of Poncho. Yahoo - What you yell after selling it to some poor sucker for $540 per share. Windows 2000 - What you jump out of when you're the sucker that bought Yahoo for $540 per share. Institutional Investor - Past year investor who's now locked up in a nut house. Profit - Religious guy who talks to God. Bill Gates - Where God goes for a loan. Alan Greenspan - God.

To: Road Walker who wrote (20025)	4/9/2001 4:43:51 PM
From: ColtonGang	Read Replies (1) \| Respond to of 60323

COMPANY INFORMATION SanDisk Corporation140 Caspian Ct. Sunnyvale, CA 94089 Phone: 408-542-0500 Fax: 408-542-0503 sandisk.com Capsule SanDisk has a solid state of affairs. The company is a leading maker of flash memory storage chips and devices that retain data when power is off. (Some memory chips lose stored data as soon as power is interrupted.) SanDisk's products include removable and embedded memory cards for digital cameras, portable digital music players, cellular telephones, and other electronics. The company sells directly and through distributors to manufacturers, including Eastman Kodak, Hewlett-Packard, and Nokia. Non-US customers account for about half of sales. Computer storage products maker Seagate Technology owns about 6% of the company. To meet increased demand, SanDisk is ramping up production. CEO/Top Offices Chairman: Irwin Federman President and CEO: Eli Harari SVP, Finance and Administration and CFO: Frank Calderoni SVP, Engineering: Sanjay Mehrotra SVP, Worldwide Operations: Ralph Hudson Fiscal Year-End: December 2000 Sales (mil.): $602.0 1-Yr. Sales Growth: 143.7% 2000 Net Inc. (mil.): $299.0 1-Yr. Net Inc. Growth: 1024.1% 1999 Employees: 809 1-Yr. Employee Growth: 69.6%

To: Road Walker who wrote (20025)	4/9/2001 6:33:14 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

"Fortune missed the last SanDisk c.c." That's only a little funny, John. Frank Calderoni suggested that we would probably equal Q1 2000 EPS, which would be about a 50% fall from Q4 of 2000. Then came the news that they were expecting a break-even Q1. Is anyone else out there bracing for break even Q2 and Q3 as well? There will also be an accounting hit when the UMC shares are repriced, just to make matters worse. I hope the market can look past that one-time occurence and at real EPS. I noticed that SanDisk products were priced with a $20 mail-in rebate this weekend at Best Buy and there was still an awful lot of PNY product to be sold. I think we are about to take a bath on inventory items left from Q4 at this rate. I try to remain positive about SDMC sales, but the newest Palms aren't going to be available until May, so we may not see any significant revenues until Q3 of this year. To my knowledge no other "consumer mass market" items have been announced yet. I also wonder if Lexar is stealing our thunder by going after the CF assemblers first. This could backfire by forcing people to purchase SanDisk's non-infringing controller technology or it may lead them to sign licenses preferentially with Lexar. Right now SanDisk only has a NOR flash controller on the shelves and the annual report lists the development of the NAND controller as a business risk. I find it hard to believe that we will have NAND flash pouring out of Dominion soon and no proven NAND-based controller to utilize. I find the annual report difficult in this regard. Similarly the lack of any info on '987 licensing plans sticks out like a sore thumb. I couldn't find any concrete information about any upcoming deals. Moreover, the Simple Technology annual report doesn't list '987/CompactFlash licensing with SanDisk as a risk to their profit margins. Is it possible that Lexar is going to beat us to the punch with these CF assemblers too??? I am very puzzled. Aus