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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+1.5%3:59 PM EST

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To: 5dave22 who wrote (19407)3/2/2001 4:20:32 PM
From: Art Bechhoefer  Read Replies (2) of 60323
 
It's difficult to detect a bottom, but one way to get at least some idea of investor sentiment is to watch the action in larger semiconductor stocks, such as Intel, AMD, and Texas Instruments. Even though the products are different, it seems that these larger stocks have to show some strength before smaller stocks that have been grouped, rightly or wrongly, in the semiconductor sector start recovering. I thought there was at least some strength in TXN and AMD today.

I would feel a little more confident if I could get more information about royalties received by SNDK, but so far I've received nothing but silence.

Art
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