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: limtex who wrote (24605)1/21/2004 1:00:02 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
It could be worse, Limtex. You could be a Parmalat bond holder.

biz.yahoo.com

Aus



To: limtex who wrote (24605)1/21/2004 3:20:12 PM
From: Steve 667  Read Replies (1) | Respond to of 60323
 
limtex,
Regarding selling on good earnings. Looking at the sequential quarters of BOTH revenues and earnings,,
I don't see this consistent quarter after quarter rate of increase in both in any other tech stocks at this time.
If you know of any, please list them.

So the quality of good earnings is higher here, I think. And if fund managers sell,
where are they going to put their money that has higher real growth than this sector in either SNDK or LEXR?

Take a look:

SANDISK

QUARTER SALES EPS

SEPT 2003 281 .60
JUNE 2003 234 .52
MARCH 2003 155 .33
DEC 2003 179 .26
SEPT 2002 141 .16
JUNE 2002 127 .13
MARCH 2002 92 -.24
DEC 2002 92 -.23
SEPT 2001 65 -.48

LEXAR
QUARTER SALES EPS

SEPT 2003 98 .12
JUNE 2003 81 .09
MARCH 2003 54 .06
DEC 2003 65 .09
SEPT 2002 45 .04
JUNE 2002 34 .02
MARCH 2002 29 .01
DEC 2002 22 -.04
SEPT 2001 18 -.06

Interesting that LEXR has been up all day. ???

We shall soon see!

Steve