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

To: slacker711 who wrote (25462)	3/30/2004 5:22:09 AM
From: limtex	Respond to of 60323

Presumably the handset makers will try to create thier own standard form and avoid any nvolement with SNDK or are any of these covered by SNDK patents? Best, L

To: slacker711 who wrote (25462)	4/7/2004 10:12:01 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

10:02 ET Lexar Media est raised at JP Morgan (LEXR) 17.99 +0.23: JP Morgan raising Q1 estimates for Lexar Media to $0.13 EPS on $150.25 mm revenues from $0.12 EPS on $142.25 mm, with consensus at $0.12 on $141.1 mm. According to the firm, co guided to $0.10 on revs of at least $140 mln. The revised model now assumes sequential product revenue decline of 15%, compared with prior estimate of 20% decline. Also, stronger than anticipated digital camera shipments in February could drive NAND revenue upside. The firm believes that demand is likely to outstrip supply through 2004 and into 2005 and that Infineon seems to be behind schedule on production plans. With the shares trading trades at 26.5 times FY04E EPS, a discount of 50% to their 2-year pre-tax income CAGR estimate of 53%, the firm is reiterating their Overweight rating.