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

To: Sam who wrote (2386)	1/16/1998 2:46:00 PM
From: Michael C. Woodward	Respond to of 60323

Sam, your comments are excellent.

To: Sam who wrote (2386)	1/17/1998 1:23:00 AM
From: jkb	Read Replies (1) \| Respond to of 60323

Sam - I can't entirely disagree w/ you. Eli's reputation for the long term is key. I guess eventually if Eli is considered to downplay future earnings (i.e. INTC/MSFT), Wall Street will love this stock. But SNDK has continually strong earnings - why not let Wall Street decide for themselves what valuation they are willing to pay? As I look back at last q's earnings, I would actually think this quarter or some near future quarter would disappoint. I guess my point is if earnings continue to blister, then Eli is a little too conservative. Unless there is something truly to be concerned with, then let Wall Street decide the valuations on there own. -Jay

To: Sam who wrote (2386)	1/18/1998 10:17:00 AM
From: Jim Cash	Read Replies (1) \| Respond to of 60323

<<If he sees a flat quarter ahead, and doesn't say so, then his credibility in the future is impaired>> If the flat quarter ahead was expected and reflected in all analysts earnings than he should keep his mouth shut. If I remember the statement correctly the "flat" quarter was flat with the reported quater and not year over year. This would have beaten the estimate.. Since then the estimate has been raised to be in line with last quarter. Do you see what he did here ?? If he said nothing, we would have beaten the old number handily this quarter. Now we are cut in half and have a higher number to beat.... You have no problem with this ? The Street sure did as we've been cut in half... Now, I do however agree with you that he should speak up. He should do this ONLY if it appears SNDK is not going to measure up to estimates...