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

To: Mike Winn who wrote (2439)	1/21/1998 4:59:00 PM
From: Michael A. Gottesman	Read Replies (1) \| Respond to of 60323

Have to agree - the less said the better. However: "the Company anticipates that revenue in the first quarter will decline modestly from the record level in the fourth quarter." Seems to me that a "modest" decline in the first quarter given the extreme cyclical nature of the consumer electronics stream is about as close as Harari will be to a home run. I'd love to see a modest decline in 1st Q from .27/share in the 4th Q, historically the best quarter for the company. Plus increased profit with substantial decline in price of product? Sound good to me.

To: Mike Winn who wrote (2439)	1/22/1998 10:21:00 AM
From: Mike Winn	Read Replies (1) \| Respond to of 60323

The good Dr has said: ''The fourth quarter of 1997 was an excellent quarter with record revenues and net income. Total CompactFlash megabytes shipped grew 24% from the prior quarter on a decline of 13% in units shipped, due to a shift to higher capacity cards. This past Holiday season was our best ever, and we believe that more CompactFlash cards could have been sold had more of the higher resolution digital camera models been available on store shelves. Does this mean that high resolution cameras are selling so well they are out of store shelves?