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Technology Stocks : WDC/Sandisk Corporation
WDC 163.26+3.5%Nov 28 12:59 PM EST
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To: Road Walker who wrote (20061)4/11/2001 8:34:36 PM
From: Art Bechhoefer  Read Replies (2) of 60323
 
John, re: "SanDisk's fundamentals have deteriorated as badly as most of the other semi's."

Hmmm. Let's see, if I recall correctly back in July 2000, SNDK operating earnings were going up at a healthy pace, while the stock was dropping with the rest of the semi's. There may be some analysts who were astute enough to draw a distinction between the various kinds of semiconductor chips that are sold, but JJ wasn't one of them. If I recall correctly, he also had little positive to say about another semiconductor stock--QUALCOMM, whose main business may be wireless telecommunications, but whose main PRODUCT is chips for use in cell phones and base stations.

I've been an active investor for more than 45 years, of which the last 21 have been as a professional investor. From my perspective, JJ is rather inexperienced.

Art
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