SI
SI
discoversearch

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: Don Hess who wrote (4269)1/13/1999 10:04:00 AM
From: Bruno Cipolla  Read Replies (3) | Respond to of 60323
 
sndk upgraded to outperform
by wheat first union (who are they?)
biz.yahoo.com
B.



To: Don Hess who wrote (4269)1/13/1999 6:41:00 PM
From: Ausdauer  Read Replies (2) | Respond to of 60323
 
Don,

I think people are finally starting to see SanDisk coming. There has been a real acceleration in price and volume the first three days of the week. Hope that the remainder of the week continues at this pace. The chart has got to start turning some heads here.

Regarding earnings...IMHO it would not be beyond the realm of possibility that earnings are two or three times street estimates. That is to say, $0.18 to $0.27. It could even be more depending on what deals were cut with retailers carrying SNDK products exclusively.

Also, OEM sales are going to be significant as well. If Nikon and Kodak are doing as well as I think they are, unit sales of recently obsolete 4 and 8 MB cards may not be too bad. Or are these freebies?

Anybody following Eastman Kodak stock price this week???

Ausdauer