WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Ausdauer who wrote (15839)	10/21/2000 11:42:30 AM
From: mauser96	Read Replies (2) of 60323

Well the theory is that business will cut some of their IT spending last. They can keep old equipment running a bit longer, defer raises and new hiring, let their old computers run a bit longer , etc. However if they keep getting new internet b2b and b2c business and more data, they must find a way to manage and store it. While there is probably some truth to this, I suspect an economic slowdown will hurt almost all companies, some a lot more than others. But this is the stock market, so a slow down isn't needed to hurt stock prices. All that's needed is the perception of a future slowdown. I think that the kind of products using SanDisk memory will be one of the first to go on the "lets wait a while" list.

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