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: Craig Freeman who wrote (3297)	6/18/1998 8:42:00 PM
From: Jim Cash	Read Replies (1) \| Respond to of 60323

Craig, You are one positive guy... Lots of luck to you .. This is the second time in a year that Mr. Harari has killed us. IMHO he is a great engineer but a fumbling incompent bastard when it comes to being a CEO... Now, I know a few of his friends used to post on this board and probably will give me grief... To them I say WAKE THE F**K UP...

To: Craig Freeman who wrote (3297)	6/18/1998 11:38:00 PM
From: James Choi	Respond to of 60323

So much for upward earning surprise that I hoped for. There will be another "buying opportunity" tomorrow. I am getting tired of these opportunities. Everyone is in, so let's take off. But $7? Did any stock ever hit their book value as a result of earning warning? I am curious. James Choi

To: Craig Freeman who wrote (3297)	6/18/1998 11:43:00 PM
From: limtex	Respond to of 60323

Craig - We'l be lucky if it opens at $7. Look at SMOD and APM and CAMP and PTEK. I'm beginning to have some really unpleasant thoughts about Eli. "...does not represent a lasting change to our long term business fundamentals" Well - Looks like order book is small Margins are getting worse by the Q Royalties are down Japan sales----what a story. Japan has been in a recession for the last ten years and these products never even had a chance to get going in Japan since they are so new and there is Europe who must have had some sales. And anyway what on earht is this company doing going into the retail business in Japan by itself? "marginally positive" - that is the killer. What happened to the 16c -22c per share? And if the "visibility into the third Q continues to be limited" then what is our new estimate of EPS for the year? Just over 25c!!!! At a P/E of 10 that will give us $2.5 per share. I thnik Eli is stark raving mad. L