WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 163.26

+3.5%

Nov 28 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Road Walker who wrote (20058)	4/11/2001 2:15:13 PM
From: Art Bechhoefer	Read Replies (1) of 60323

John, the problem is grouping all semiconductor stocks together, as if they all suffered from lower sales of DRAM and microprocessor chips. When SSB was issuing its dire predictions for semiconductors nine months ago, it made no distinction between increasing sales for firms like SanDisk and lower than expected revenues for firms like Intel and AMD. Nor did it recognize that Intel, for example, had been shifting production from microprocessors to flash memory and telecommunication chips, as one might expect from a well managed company that wants to participate in faster growing parts of the market. The result was that when stocks like INTC, AMD, TXN and many others went down on prospects for lower sales of their traditional products, stocks like SNDK also tanked, even though sales and profits continued to rise. My criticism of the analysts is simply that they generalize the problems of one or two companies to the whole group, even when other members of the group produce for an entirely different type of customer. What some people may term a "ballsy call" I consider to be nothing more than covering one's rear. Just a different perspective on the anatomy. Art

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next