WDC/Sandisk Corporation Message Board

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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: Jim Greif who wrote (5268)	4/8/1999 12:16:00 PM
From: phoenix	Read Replies (2) of 60323

Jim, Art, Thread I can't believe it. Just heard Bob Pisani on CNBC give a report on the current losers this morning. He described how disk drives were taking a beating. Mentioned several mfrs INCLUDING SANDISK. He included SNDK with the disk drive makers. Art, he mentioned that the word on the floor is that disk drives are being considered a commodity, capacity is increasing at 100% per year, and prices of drives are dropping. This seems to be the reason for todays large dive in the sector. Is it possible that in institutional minds that SanDisk is grouped with the disk drives? If so, maybe its time to take advantage of their ignorance. Or is it that Pisani just doesn't understand? Comments? Roger

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