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

To: Trader J who wrote (26779)	10/13/2004 5:02:27 PM
From: Sam	Read Replies (1) \| Respond to of 60323

Reveune up 45% and earnings up to .29 from .09. I'd hardly call that "terrible." Won't be the first time WS overreacted.

To: Trader J who wrote (26779)	10/13/2004 5:10:39 PM
From: slacker711	Read Replies (3) \| Respond to of 60323

I had no calculation that came close to factoring as weak a quarter as this was for them ....... Unfortunately, I think that the price drops in the spot market (as tracked by DRAMexchange) ended up providing a good guide for what was also happening in the contract market. From the CC, it sounds like Sandisk further cut prices at the beginning of the 4th quarter....but that they believe that the transition to 90nm will keep product margins constant. Slacker