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

To: Pam who wrote (26399)	7/16/2004 8:11:05 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Pam, how can a company double Q-over-Q revenues... ...and lose money in the process. Eric Stang...note to self..."what's wrong with this business model?" aus@verticalintegration.com

To: Pam who wrote (26399)	7/16/2004 8:28:33 AM
From: Dave	Respond to of 60323

Pam: First, congrats on the fabulous quarter. All SNDK investors deserved it! Lexr's market cap. is approximately $500m (not including the drop in after hours). Including the .74 drop in AH, market cap is about $460m. Cash is roughly $109m; therefore, cash makes up about 20% of Lexr's market cap. On a market cap adjusted basis, LEXR's cash position is fine. What one should be concerned about is their burn rate and whether or not it should increase from about $12m annually. Dave