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Technology Stocks : WDC/Sandisk Corporation

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Zeev Hed who wrote (19539)	3/10/2001 1:59:21 AM
From: Craig Freeman	Read Replies (1) of 60323

Zeev, if you're doing an in-depth analysis of the semi marketplace, Intel's warning may be mostly noise. The price of their #1 product -- the 1 GHz PIII --- has held solid in the wholesale market for several weeks (during which time almost everything else you might want to buy got cheaper). Semi cycles begin and end with the likes of AMAT. With INTC standing by its original $7.5B capital investment projections, the INTC layoffs sound more like good management culling dead wood than anything else. Or maybe a conspiracy to drive down share prices prior to the next options round. What do you think? Craig

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