SI
SI
discoversearch

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: slacker711 who wrote (26368)7/14/2004 5:03:33 PM
From: Charlie Smith  Read Replies (1) | Respond to of 60323
 
From the B-Week article:

This year, according consensus analyst estimates, it's on track to earn $216.4 million. When Sandisk reports second-quarter earnings on July 14, analysts expect it show a $48.4 million bottom line.

Actual was $70.6 million. This had to be an error.



To: slacker711 who wrote (26368)7/14/2004 5:43:03 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Slacker, the 90nm transition for Intel has been fantastic.

So good, in fact, that the yields actually caused huge inventory overruns.
Now they are backpedalling saying that there is "underabsorption" caused
by flooding the market from super-efficient 90nm yields on the new 300mm fabs.

This bodes well actually for SNDK.

Aus


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News