WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

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To: Ausdauer who wrote (13783)	8/10/2000 5:32:24 AM
From: limtex	Read Replies (2) of 60323

Aus - the current semiconductor cycle topped out already Aus please if an important analyst at an important house has said that the semi-conductor cylce has topped out then it has topped out and who on earth is a mere mortal like you to query it. There is an empircal definition of the "semi-conductor cycle" and if an analyst says it then it must be true. All semi-conductors are covered by this rule even if they have only just come to market or there just beggining thier commercial acceptance and growth. And please stop bringing up irrelevant one offs like the recent AMAT results. And so what if SNDK is experiencing massive growth in revenues and earnings...what on earth does that have to do with anything.... The semi-conductor cycle has topped out...Period. Thus sayeth the analysts. Down goeth the stocks. Best regards, L

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