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: Jim Greif who wrote (2749)	4/6/1998 7:15:00 PM
From: limtex	Read Replies (1) \| Respond to of 60323

Jim - The issue is - once again - Asia plain and simple. Look at MOT Q1 and what they say about Q2 and further. Many companies might decide to be super conservative this Q since what's the use of flying in the face of the gale. Won't do anything for the stock and they can get rid of a bunch of costs that they want to get rid of and blame it on Asia thus making things look better in later Qs. Must tbe a huge temptation to do that this Q. Now I hope SNDK doesn't do that. We've got regular sales, royalties and earnings. Company already said someting about this Q being flat CF last Q. Should I suppose really relate better to this Q laslt year. My guess is that sales will be up but not dramatically, royalties will be up and well but earnings should be flat CF last Q as already indicated by management but street estimates17c and so I think that we'll find that flat means just scraping in at 17c and that management will equate that as flat in relation to last Q!!! IMHO. Regards, L