WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Sam who wrote (8959)	1/28/2000 10:03:00 AM
From: Paul Senior	Read Replies (1) of 60323

Once again, I'll take an opposite position. On "concern", it won't be too much product, it'll be too little. Based on Aus's post 8895 quoting management report. The remarkable turnaround in Q4 of 1999 despite the impact of the earthquake which halted production and caused substantial losses of work-in-progress. Skipped away great this time. And easy now to slough over those four little words: "halted production " and "substantial losses". Let's just see how lucky we'll be after the next quake, if there is one. jmo. Paul Senior

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