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


To: Jerome Wittamer who wrote (2986)5/14/1998 10:45:00 AM
From: limtex  Read Replies (1) | Respond to of 60323
 
Jerome-

Despite my moaning posts I am really quite bullish about SNDK. I like to let off a little frustration here because it is reasonable to suppose that some of the posts get read by the company or its investment bankers and they need to be moaned at some times and they need to respond. The problem is that they don't respond properly and short of a lawyers letter I doubt they will say anything substantial.

Do you happen to know thet date of the Q2 earnings announcement? See the way I think about this now is that we will only see massive increases in Q3. Yes things may start to move in Q2 but Eli will probably present the figures in the most conservative way possible. But by the time Q3 comes around there will have to be a serious sign of what we have all been waiting for OR THERE WON'T. There I'm getting just like Eli. The MMC applications are going strong and increasing. You might try calling the new European sales rep and se what he has to say before he's warned to keep quiet. Maybe see what he has in the way of PR and media material. He can hardly fail to repsond!

This is going to be a long hard slog in my view but he'll get there and so will some of the competition. SNDK will get a slice and it should be enough to get the shares back to the secondary price within a year. Much more than that wouldn't like to bet just get back to the secondary price.

This post is supposed to be encouraging in case you are in any doubt.

Regards,

L