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

To: clean86 who wrote (27371)	1/28/2005 3:24:09 PM
From: pompsander	Read Replies (1) \| Respond to of 60323

Clean: I don't blame Eli and the crew for being tired of all this. They give guidance and explain their business model at the end of last quarter. No warning during the quarter. After the quarter end it was possible to discern pretty darn close what the reduction in ASP had been. Everyone had a feel that sales were going to be fine (just see Lexar's sales). So, with no warning and o.k. sales....and the ability to distinguish from lexar's problems, the estimated number seemed pretty safe. Gross margins might be under some pressure, but hadn't all this been analyzed to death? Sure, we have had a surprise or two in past quarters, but conditons this time didn't match those. But no, BS has to muck it up with a bunch of unsubstantiated rumor and faulty analysis....My only regret is that I did not trust my own analysis and buy those calls! (I'm just an amateur!) O.K...no guidance for you analysts! Now look in your crystal ball, you highly paid buffoons, and figure out what is going on without the aid of Sandisk's knowledge of its markets, its technology, its sales efforts and strategic plan. Earn your pay. Go Sandisk.....just love this last quarter. What a platform to build on.