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Technology Stocks : WDC/Sandisk Corporation
WDC 221.57-0.2%Jan 16 3:59 PM EST

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To: Starlight who wrote (18199)1/12/2001 9:00:16 AM
From: Ausdauer  Read Replies (1) of 60323
 
Betty, with all the earnings warnings and disappointments...

...a successful Q4 2000 for SNDK should resonate.

Perhaps with HWP and GTW warning there will be an increasing
recognition of companies who have positioned themselves to
benefit from a mature, installed base of desktop PC's.

Palm had record earnings in Q4 and faces part shortages going forward.
I don't see Dell or Apple or Gateway or Compaq complaining about
component shortages. Oh, wait a second, I take that back.

Compaq can't make their iPaq handheld fast enough.

Anyway, let's hope for a record quarter.

I posted this today on the Palm board...

Message 15171599

Best,

Aus
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