WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 176.34

-5.8%

Dec 12 9:30 AM EST

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To: Art Bechhoefer who wrote (19915)	4/2/2001 5:51:37 PM
From: Road Walker	of 60323

Art, I hate to admitt it, but I am sympathetic towards SanDisk management. Those capacity for IP agreements were made when it looked like their was going to be a severe shortage of CF, and they probably seemed conservative at the time. Who knew the bottom would fall out, and the capacity would lose value. John

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