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Technology Stocks : WDC/Sandisk Corporation

WDC 212.19

+5.9%

3:59 PM EST

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To: Bhag Karamchandani who started this subject	8/2/2000 9:28:12 AM
From: Michael Kim	Read Replies (1) of 60323

This is from yesterday, but thought it was interesting. You can see how easy it is lump SNDK into this group: August 1, 2000 Are those chips getting stale? By: William A. Fleckenstein Flash dance. . . About halfway through the day the selling got pretty aggressive in the chip area. The apparent cause was some statements from Cisco's vice president of optical networking, who was speaking at a conference. In a story that passed on Bloomberg he was quoted as saying, "We have seen dramatic improvement in the supply chain this quarter. . .The biggest supply issue for all of us has been flash. . .Some of the cell phone makers may have over-forecasted their demand." He implied that things were freeing up, which was helping Cisco with availability for its orders. The story went on to say, "Analysts and executives have said the availability of everything from microprocessors to capacitors is now increasing after months of under-supply." Regular readers know that I've been droning on about the over-ordering of cell phone parts for a couple of months now, and it looks like the story is now breaking into the mainstream. When you get comments from executives at companies like Cisco, even the deadest fish and dumbest cheerleaders eventually figure out what time it is. At any rate, as that story made the rounds, the flash-oriented semiconductor companies took on a lot of water over the rest of the day. Full story: siliconinvestor.com

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