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

To: Paul Senior who wrote (8759)	1/23/2000 12:19:00 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Dear Paul, I tend to agree with some of the earlier posts hear. However, you are probably right and I will retract anything bad I have said about analysts. There are many tech analysts with degrees in electrical engineering and biotech analysts with MD's and PhD's or both. But remember that in any profession there are those that, despite impressive credentials, don't perform to their fullest potential. Maybe I should have said that SanDisk isn't followed by enough good analysts or that a great number of the analysts who have followed SanDisk to date have had a very short time horizon on their investments and are willing to bail at the slightest hint of danger. To your statement regarding SanDisk's visibility... I find this assumption to be ludicrous. SNDK has been written up in the NY Times and in Fortune. Funny, I thought we were totally discounted by the NY Times and most other periodicals? Ausdauer

To: Paul Senior who wrote (8759)	1/23/2000 7:30:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Paul, of course, a background such as you describe for analysts is the way it ought to work. I suspect that you will find more expertise among analysts in the larger financial centers. Being somewhat removed from those centers may give me a different bias. Yet, I read many publications issued by investment houses, including some of the largest and most well known. I am astonished that some of their views even get published. I've maintained contact with several analysts in the New York City area, and while there may be lots who are experts, there are lots more who aren't! And as far as portfolio managers go, the one thing they hate is to do WORSE than their competitors. This means they usually are more comfortable going with the flow, rather than striking out on their own and risking a bad quarter. Art