Thursday, October 20, 2005

Sandisk ROCKS

Wow............that is one hell of a quarter. EPS of $0.55 with consensus around $0.35 and a revenue beat of about $100 M taking them to $589M revenue. Great great quarter.

Regardless of how the price of the stock reacts, these guys are delivering. (but I do think that it will be up big tomorrow, either independent of the market or with it).

Regards,

BG

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