WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: limtex who wrote (17631)	12/26/2000 8:54:12 AM
From: Zeev Hed	Read Replies (1) of 60323

Limtex, no, an early Fed intervention in rates will change the timing of this scenario a little, but the "turnips" do not expect a fed rate cut at least until the March meeting. I do not see unemployment getting high enough in the next two three months to justify their moving. An exogenous event like a financial collapse in Asia or of a big outfit in the US may change the time table as well, but, once more, I do not expect any front page visibility of Asian troubles, until Japanese institutions get ready to "close" their books in March. As for earnings, as long as we are in a bear market, upside earning surprises are often used to unload on the news. Zeev

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