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

To: anon.10 who wrote (25165)	2/27/2004 9:16:31 AM
From: anon.10	Read Replies (1) \| Respond to of 60323

copied off another board about conference. In fact, Goldman, in an update today, believes that the earnings numbers the company has been producing, according to their own division numbers, are low, by 2-3%. I have the report--9 pages and positive on TDWaterhouse, but cannot post it as it is not a link, but rather an adobe document. They cite the following four reasons for the update: Company's own estimates too low; business is not comparable to pure DRAM due to more exclusive consumer-driven revenues; 2004 supply-demand remains favorable; NOR cannot compete with NAND due to pricing and operating issues. I also found it interesting that in the conference SNDK indicated that others such as LEXR, Sony would soon be left in the dust because of smaller micron wafers and two infos per bit technology that SNDK possesses. Apparently Samsung and Toshiba are not real issues because of agreements. Toshiba and Sandisk are basically joined at the hip in terms of R & D, but Samsung has only licenses to specific patents and is quite limited in terms of what it can do. The GS report also addresses the Infineon and Micron issues that have been floating about. Apparently, SNDK has already filed against Infineon and Micron is in talks with SNDK.