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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: Ausdauer who wrote (24293)12/16/2003 1:11:51 PM
From: limtex  Read Replies (2) of 60323
 
Aus - suddenly Chips and semis are down and all the geniusses are out in force with their views that what SNDK has built up over 10 years is going to be sampled by newcomers in ten minutes and that everone and his grandomther is now into manufacturing NAND and that there will a be a glut next year and we only found out about this in December.

total crap.

Thats not to say that SNDK doesn't continue its journey to the bottom of the sea but if iot does it won't be becausse of the above reasons.
Clearly the stock stinks like two week old rotting fish but we will get some earnings sooner or later and the comany says they are doing just fine. But whoever is doing all this selling doesn't seem to be impressed with the Comopany's performance.

Best,

L
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