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Technology Stocks : WDC/Sandisk Corporation
WDC 161.08-1.5%10:19 AM EST

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To: Art Bechhoefer who wrote (20063)4/11/2001 9:54:38 PM
From: Road Walker  Read Replies (1) of 60323
 
Art,

re: "I've been an active investor for more than 45 years, of which the last 21 have been as a professional investor. From my perspective, JJ is rather inexperienced."

From your perspective? As a professional investor, did you take a defensive posture last summer? Or did you ride the tech market down over 50%?

He was right, you were wrong. And all you can do is blame the analysts and the FOMC for a normal semiconductor cycle, amplified by the normal end of a business cycle.

I'll take JJ and his "inexperience".

John
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