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Technology Stocks : WDC/Sandisk Corporation
WDC 152.88-5.9%3:59 PM EST

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To: Zeev Hed who wrote (19579)3/13/2001 3:47:57 AM
From: limtex  Read Replies (1) of 60323
 
Zeev - Well I hope you are right. How many Tuesday have looked good but no continuation to Wednesday. A lot of people got caught last Tuesday.

What about Thursday night after the bell this week. What is ORCL going to say? Will it be a happy story with good 'visibility' or indeed any 'visibility'. And when are going to hear from CSCO and is that going to be good news? And what about the rest of March how does anyone know how their business will be during the rest of March?

You clearly have a very good feel for the market so the question is really did even you expect that business for all the tech leaders was going to be this disastrous. Further do you still expect there is going to be any recovery in the 2nd half?

Best regards,

L
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