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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (7538)	10/13/1999 12:45:00 PM
From: Bargain Hunter	Respond to of 60323

I don't know what is true or false about any of those articles. They could all be true. Some fabs were quicker than others securing the needed quartz tubes. Maybe different equipment takes different types. Anyway there are enough different parts that go into PCs that it is quite possible that there are PC parts without multiple sources that will be in short supply. Also, some of the motherboard makers might be unable to operate. From everything that has been said by UMC and SNDK it appears that SNDK's parts are back in production and that some or all of what was in process at the time of the earthquake was lost. We need to be more concerned about whether crucial parts for digicams and MP3 players are in short supply. I don't think that should be a problem for Q4 sales, but perhaps it could affect next year. As for the stock price, the earthquake interrupted the momentum which had carried the stock to extremely rich levels. I'm not sure that today's price is a bargain, but it is at least looking relatively reasonable. It is very hard to buy on the day that earnings are due out. Seems like we should get a big price move tomorrow, or after hours today. But it is hard to know in which direction. It depends on what Dr. Harari says in the conference call.