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

To: Dave who wrote (24628)	1/21/2004 6:22:31 PM
From: FlameMe	Read Replies (2) \| Respond to of 60323

it's all disappointment about the margins. combined with a sequential increase of 12-14% in operating expenses, combined with the reality of a 37% tax rate (much lower in 2003). i think the stock will do fine this year because it isn't ridiculously priced. however, revenues need to beat estimates and gross margins will HAVE to hold steady in 2005. preferably gross margins come in higher than expected in the second half. that is where sndk could really deliver an upside surprise.