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


To: Jerome Wittamer who wrote (2738)4/2/1998 6:44:00 PM
From: limtex  Read Replies (1) | Respond to of 60323
 
Jerome -

Q1 Revenues are key. Q1 earnings could be skewed by un representative tax charges cf Q1 1997 and Calender 1997.

Q1 revenues are going to be the first indicator of how SNDK will perform in the future since Goldman promoted and sold the secondary.

Anyone woh bought into that and the stock shortly before hand is feeling pretty sick right now. In the middle of the greatest bull run in history the stock has DECLINED $5.25/$28%. So Q1 revenues aare going t be our first indicator since the secondary.

A little worrying is that the stock is declining 12 days before the results when the rest of the market is ....well 8,986!!! I think it'll work out OK all the announcements seem to indicate that things are going to be good but in order to make up the lost ground of staying in SNDK the stock will have to do a little better than get back to the secondary price.

Regards,

L



To: Jerome Wittamer who wrote (2738)4/3/1998 3:24:00 PM
From: Rex Dwyer  Read Replies (1) | Respond to of 60323
 
You may have already seen this, but here it is anyway....

theregister.co.uk