WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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To: Road Walker who wrote (15146)	9/28/2000 10:24:50 AM
From: Art Bechhoefer	Read Replies (1) of 60323

John, I hope you're right that stocks are pretty much near fair value. But we're still seeing new reports, such as one on CNBC this morning, to the effect that telecom service providers are lowering their budgets for equipment purchases. This kind of report can easily be extrapolated to include peripheral equipment such as flash memory, thereby providing more ammunitiion for another hit on equipment suppliers, irrespective of whether it's intended for telecommunications or other technology applications. The report, I might add, flies in the face of the latest data showing strong growth in durable goods sales--which includes the sort of equipment made by SNDK.

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