WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.51

-0.3%

Jan 16 9:30 AM EST

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To: Dave who wrote (26626)	9/3/2004 12:55:12 PM
From: slacker711	of 60323

In Behavioral Finance, "we" often search for information to prove that we are right to re-inforce our decision. Too little time is spent trying to find information to see if our inital hypothesis is wrong. Absolutely agree....I think you'll find that I equally reject bullish analysis from most research houses. Perhaps if I had access to the reports themselves I would have more respect for the projections but I am unwilling to spend $3500 when generally I have found their work to be inaccurate. So without that underlying data, I find it hard to place extreme importance on a single slide. BTW, I think it is entirely possible that their projection could end up being correct. If the mobile phone market doesnt drive the type of demand that I think is possible, the flash market WILL end up in oversupply. The delta for bits shipped into this market next year is absolutely huge. Slacker

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