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: Art Bechhoefer who wrote (12568)	7/6/2000 8:21:22 AM
From: Greg h2o	Read Replies (2) of 60323

yes, art, i did catch eli's comments regarding not using stock for the purchase. but, i don't think i'd use that comment to forecast whether or not we're at a peak in the semi cycle. as a matter of fact, if anything, it would be bearish. at the top of cycles, companies usually ARE flush with cash. not saying that's the case in this situation. i think it needs to be monitored. if there are further (or any, as some might contend) signs of weakening demand, SNDK will get repriced on the downside. i have my 1/2 position and am patiently waiting for the other 1/2 in the mid 40's. if it runs into the 70's again, i'll likely sell unless this market shows signs of more than short-term rallies....

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