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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%Nov 14 9:30 AM EST
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To: Jill who wrote (26893)10/26/2004 2:11:12 PM
From: Art Bechhoefer  Read Replies (1) of 60323
 
Jill, the negative part of my comments concerns the lack of products not tied to consumer spending. When a product line is tied mainly to consumers' willingness to spend discretionary income, the underlying profits are bound to be more volatile, as we have seen in the last quarter.

Art
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