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Technology Stocks : WDC/Sandisk Corporation
WDC 262.70-8.1%3:59 PM EST

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To: Pam who wrote (30405)12/7/2005 11:41:30 AM
From: sdpjf  Read Replies (1) of 60323
 
I love all of this talk about capacity. There is a joke line that goes something like this:

The Japanese eat less fat than the Americans but have more heart attacks. The Mexicans eat more fat than the Americans but have fewer heart attacks. Italians drink more red wine than the Americans but have more heart attacks, The French drink more wine than the Americans but have fewer heart attacks, and so on.

Supply is constrained, this is good. Supply is constrained,
this is bad. Supply will be in balance, this is very very good. supply is nearing a balance, this is worse than bad.

Oh my!!

Peter
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