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


To: orkrious who wrote (20440)6/15/2001 9:34:09 AM
From: Ausdauer  Respond to of 60323
 
Jay,

I also believe that if their last quarter's guidance for this quarter falls short
that SNDK will need to warn before earnings. There has been continued price erosion
at retail which is great for the consumer, but bad for the SNDK investor. Also, the next
quarter or two will be impacted by the start-up costs at Dominion. This could
spell a significant downside to earlier projections. Also, my checks at the local
retailers indicate that new product has not worked its way to store shelves yet.
Let's hope they wrote off sufficient inventory last Q so as to avoid another
"one time charge".

Aus