Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (27865)	1/11/2006 7:17:45 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95610

From Monday...07:57 SNDK SanDisk: Thomas Weisel establishes $100 target (73.95 ) Thomas Weisel says Sandisk's Q4 demand and sell-through were extremely strong, but revenue upside was likely somewhat capped by supply shortages. Firm's checks at CES suggest that demand for SNDK in Q4 significantly exceeded supply, with SNDK able to aggressively mix shift. In addition, SNDK's key customer sell through was very strong. Firm's checks suggest that Q1 revs will more likely be roughly flattish sequentially from Q4, although Sandisk may guide slightly more conservatively.Firm's $100 price target is based on 33x CY07 EPS estimate of $3.03.