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Technology Stocks : WDC/Sandisk Corporation
WDC 166.47-2.1%1:56 PM EST

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To: Ausdauer who wrote (12592)7/6/2000 10:36:41 AM
From: Greg h2o  Read Replies (1) of 60323
 
<<Greg, You posted this unqualified statement yesterday morning..."SSB downgraded the whole semi industry this morning...">>

Aus, what i posted was as factual a statement as you will find on this thread. i posted it for informational purposes, only. it was not MY opinion, but SSB's. here is the headline and the FIRST Summary point made (directly from the report). Please tell me what part you don't understand. i never stated i was selling b/c of the report, but if you ignore available information, mistakes will follow. it's up to you to decide how relevant or accurate the info is....

"Multi-Company Note
Semiconductors
Semiconductor Sector: Trend Reversal in Commodity Components
July 5, 2000
SUMMARY
 Given what we believe are slowly reversing industry fundamentals, we are
downgrading the semiconductor sector from Outperform to Neutral."
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