WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (19301)	2/24/2001 2:21:56 PM
From: ild	Read Replies (1) of 60323

Zeev, Naz 4200 implies pretty high valuation for shares. Interest rates are important but they can't replace the real demand. Japan is an example. This market was driven by PC, Internet and Wireless. All three have now slowed down. Do you expect all three to go up? The growth that was built in stocks wasn't sustainable. I think that 20% growth rate for all three is sustainable, but will investors like it? I expect big gross margins to be squeezed, so companies won't have good earnings. DELL is a great company, but PC is a commodity. Thanx - ild

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next