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Technology Stocks : WDC/Sandisk Corporation
WDC 159.96-2.2%3:59 PM EST
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To: OrionX who wrote (1825)11/25/1997 2:44:00 PM
From: Jim Greif  Read Replies (1) of 60323
 
Mauro, Ian, Mike, et al,

Michael Dell was on CNBC this morning and was asked about the effect of the Asian mess on Dell. He pointed out that Asia accounts for about 6% of revenues but about 75% of the doodads that go into Dell computers. Ergo, Dell may save more than it loses.

I suspect the same is true for SanDisk, which has most of its production abroad. Not that the market recognizes this, of course.

As for secondaries, Ian, this is my first, but I begin to see your point.

Jim
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