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

To: Pam who wrote (26258)	6/29/2004 10:54:23 AM
From: Art Bechhoefer	Respond to of 60323

Pam and all: Earnings release on July 14 after market close. Art SUNNYVALE, Calif.--(BUSINESS WIRE)--June 29, 2004--SanDisk Corporation (NASDAQ:SNDK - News) plans to announce its second quarter 2004 financial results after the market close on Wednesday, July 14, 2004. A conference call to discuss the company's results is scheduled for Wednesday, July 14, 2004, at 2:00 p.m. Pacific Time. Those wishing to listen to the call should dial (800) 314-7867 or (719) 867-0640 (International) at approximately 1:50 p.m. Pacific Time. Please RSVP to SanDisk Investor Relations at (408) 542-0585 or email to IR@sandisk.com. A replay of the call will be available through Tuesday, July 20, 2004. You may listen to the replay by dialing (888) 203-1112 or (719) 457-0820 (International) and entering the passcode 229067.

To: Pam who wrote (26258)	6/29/2004 11:26:21 AM
From: slacker711	Read Replies (2) \| Respond to of 60323

Once I see the next Q's numbers, listen to Sandisk's and others CC's I will revalue the company again based on new information. This stock's performance is unlikely to improve unless we see a significant improvement in average megabyte per unit sold from 189MB last Q. I would expect that we should see some increase in the average megabytes per unit this quarter but I dont see this as the key to Sandisk's future performance. The problem is that the supply that is coming on-line is likely to be more than the current markets ability to absorb it. I really think that Sandisk's price cut was more about enabling new markets to form (mobile phones...eventually camcorders) than about being able to wring more out of the existing digital camera market. Another major handset manufacturer using T-Flash would be a good sign.....or some commentary about increased after market sales of miniSD in Japan. FWIW, the Motorola E398 (first handset with T-Flash) is now on sale and is getting good reviews. It comes with 64MB of memory, which isnt nearly enough if the MP3 functions become popular. howardforums.com Slacker