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Technology Stocks : WDC/Sandisk Corporation
WDC 159.09+0.8%3:40 PM EST

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To: limtex who wrote (18535)1/25/2001 7:04:59 AM
From: orkrious  Read Replies (4) of 60323
 
there is now a glut of CF...Poor old SNDK is now a dream of what might have been but in the face of this recession brought on by Mr G in his irrational obsesssion with the NAZ it is becoming clearer by the day that he has brought the entire World economy to thebrink of disaster.

Limtex, you need to take a chill pill. I won't even bother with the latter comment, but on the former, re-listen to the CC. There isn't a glut of CF. There was terrific sell through at the retailer level. It was the OEM's that had too much (this actually supports Zeev's DSO problem). Like every other customer in the semiconductor market they ordered too much when supplies were tight. Now the excess inventory has to be worked off.

The world isn't ending. This situation will be remedied as new products come on line.

Jay
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