Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Art Bechhoefer who wrote (26170)	6/22/2004 12:50:27 PM
From: Pam	Respond to of 60323

Art, I hope you are right. I also see some interest today in small-cap tech stocks that I follow but without the volume it is hard to say if it is all over. Volumes so far are not so great but we still have over 3 hrs left. As for SNDK, I know you have been following it much longer than I have. The quarter is about to end but we haven't seen the earnings announcement date as yet. In the recent past, they have always set aside the eps date way ahead in advance. I am just wondering why the change this Q? I still believe, the risk to meet the revenue targets is for LEXR and FLSH (and a whole slew of private labels- Viking, Kingston, PNY, Memorex, etc.) this and coming quarters. If things are indeed slowing, relative to growth in supply, SNDK will snatch the market-share away from fabless companies to meet their targets. -Pam