WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.51

-0.3%

Jan 16 9:30 AM EST

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To: Sam who wrote (15147)	9/28/2000 8:16:13 PM
From: Zeev Hed	Read Replies (1) of 60323

Sam, I think that one of the most important facts disclosed in Joseph's analysis of SSTI is the fact that customers have cancelled orders with TSMC, the comment about "capacity loosening up " is in line with my own opinion that we have seen the peak in this semi cycle. Sure shipment are going to continue and grow for both SNDK and SSTI (and in their respective sectors, I do not think that there is going to be over capacity anytime soon, and the growth of demand might indeed actually exceed the growth of supply for few more quarters), but some fabless companies have cancelled orders, when that starts to happen, is typically when the cycle peaks. Zeev

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