WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 168.72

-0.8%

10:40 AM EST

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To: Greg h2o who wrote (12517)	7/6/2000 9:54:55 AM
From: Ausdauer	Read Replies (1) of 60323

Greg, You posted this unqualified statement yesterday morning... "SSB downgraded the whole semi industry this morning..." That was the entire post. I interpreted this as a warning statement and replied with my "rose-colored" spectacles... We are in a period where stock selection is crucial. If I believed SSB and were weighted in the semiconductor sector I might be concerned. Also, if several investment houses were to echo the same beliefs I might take notice. I am confident others see the strength of SNDK while those unwilling to evaluate individual stocks on their unique merits will likely sell of their tech holdings en masse. Will we be victims of "market risk" by holding? I guess that is a decision each of needs to make. Included in that decision is the persuasiveness of Salomon Smith Barney. Their comments mean nothing to me. Who is their analyst following us and how much time have they devoted researching SNDK? My interpretation of your message was "the sky is falling". The "relevant" portions of the SSB report that you posted here did not strike home with me for reasons that I have already given. Maybe someone on The Thread should change their screen name to "Chicken Little". Ausdauer

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