WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Road Walker who wrote (20032)	4/9/2001 7:55:15 PM
From: Starlight	Read Replies (3) of 60323

Today on CNBC, just after the market closed, they talked to several analysts about "chip" stocks. (Let's assume they put SNDK in that category.) They were very bearish on chips, saying there is a glut on the market and customers are going to start demanding lower prices - meaning that contracts will be rewritten for lower costs for customers of the chip companies. Of course, chip stocks might have already discounted this idea, and why should we listen to analysts anyway? Why weren't they telling us to sell chip stocks several months ago instead of now when they've already dropped into the basement? FWIW only.

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