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

To: limtex who wrote (27960)	4/21/2005 6:11:01 PM
From: Pam	Read Replies (1) \| Respond to of 60323

Hi Limitex, Revs are below expectations What crap is this? What expectations. SNDK doesn't give guidance and for this very reason because of the BS comments about missing numbers that havent' been given. They missed nothing bacuase they didn't give guidance or estimates and long may that continue as long as they perform as well as this. Just because Sandisk did not give any guidance doesn't mean investors and analysts did not have any expectations. I never said anything about Sandisk missing numbers. The GPM were a record, eps were great for the first Q after an exceptionally strong 4Q but nevertheless the consensus estimates for revs were higher by the analyst community. As far as I am concerned, the missing revs were sitting under Deferred Revs because of a late availability of high density parts. -Pam