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Technology Stocks : WDC/Sandisk Corporation
WDC 138.37-1.3%3:51 PM EST

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To: Art Bechhoefer who wrote (19616)3/14/2001 10:19:44 AM
From: TREND1  Read Replies (4) of 60323
 
Art
You wrote
(1)in comparing the price changes of SNDK and CSCO, remember that a large company with considerable ownership by institutions and funds will usually recover more quickly than a smaller cap company with only modest institutional holdings.
(2)Although we probably have to assume that much of the production of flash memories by SNDK is now a commodity business, the saving grace, as you point out, is that the business is growing rapidly.

I agree with you 100% on (1) and (2)
Wonder how many people on this thread now realize that
SNDK is now in the commodity business and what that means
to future price action?

Larry Dudash
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