WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.70

+9.0%

Jan 2 9:30 AM EST

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To: Greg h2o who wrote (12517)	7/6/2000 10:11:42 AM
From: TREND1	of 60323

Greg I want to thank you for posting of the SSB report. Digital Jam (sat not cable) had SSB on and he had some very interesting points. One of which was that the important thing in the SUPPLY-DEMAND equation was not demand, but SUPPLY. He talked about the last 40 years and how SUPPLY was the killer of each cycle. Over the years supply YTY has increased in the 20 to 70% range. Year 2000 is 60% ! He implied that BIG MONEY would start to move out of this cycle industry due to 60% increase in supply this year. Again thanks. Larry Dudash

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