WDC/Sandisk Corporation Message Board

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

WDC 163.61

+2.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (7398)	10/7/1999 11:22:00 PM
From: Mark Oliver	Read Replies (2) of 60323

Art, yes DRAM is a commodity. But, what happens when any product that seems to be in a supply imbalance due to a crisis (real or not) such as the earthquake causes buyers to stock up and then not buy for 2 days in order to burn off their excess inventory? It's wiped great gains in DRAM ASP as fast as it was gotten. I would think the same would be true for already supply constrained CF even though it's not a commodity. Wouldn't it be a natural for buyers to buy any available supply when they heard about the quake? Now, they can relax and go back to normal. One just hopes they were unable to get enough before and that they'll be unable to get enough after. Certainly, it must have driven short term spot prices for CF up. Now, will they fall back to the same level, or stay up for a little longer? If they remain up and supply is unaffected, this will naturally do great things for profit line. It's obviously short term trading nonsense. When I said to Sam, the stock market will sell Sandisk based on the earthquake, he felt this would be a short term event and that it wouldn't be one to try to time. I was pleased because it offered a better enter point for me. ;) Regards, Mark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next