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Technology Stocks : WDC/Sandisk Corporation
WDC 160.04+5.2%3:59 PM EST
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To: Michael Kim who wrote (14269)8/25/2000 8:34:22 AM
From: Art Bechhoefer  Read Replies (1) of 60323
 
Michael, it's not you, it's the fact that a large majority of analysts don't understand technology (they're trained mainly in financial analysis). When confronted by a new technology, such as flash memory, an analyst cannot, in my view, make reasonable evaluations without understanding the balance sheet, the technology, along with a good foundation in marketing. It's easy to make a cool post for a cool company.
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