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


To: Craig Freeman who wrote (2816)4/15/1998 10:45:00 PM
From: David W. Tucker  Read Replies (2) | Respond to of 60323
 
I think the stock will slide down tomorrow. It might go down to 18 1/2 or so within a couple days. But I see a trend in the second half of '98 that might get it to the high 20s, but the company lacks the big numbers to move much higher. Total revenues are still pretty slim.

dave



To: Craig Freeman who wrote (2816)4/16/1998 7:49:00 AM
From: limtex  Respond to of 60323
 
Craig -

Not a majore point but I'm not sure that small companies can expect linear relationship between R&D and revenues. At their stage I think that the absolute spend rate is just as important. I think small companies might get more bang for their buck due to the close lines of communication and general enthusiasm that bigger companies need to spend more on to achieve.

L