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

To: Craig Freeman who wrote (10140)	4/5/2000 5:07:00 PM
From: Art Bechhoefer	Respond to of 60323

Craig, thanks for the thoughts. I've been a serious investor for the better part of 45 years, and after awhile one gets a feel for these things. This is an irrational market that frequently displays an overreaction by investors to news events. The reason for the overreaction, in my view, is lack of information. There is never enough information, or I should say, there is never enough RELEVANT information availble in a given time frame at a reasonable cost. So investors tend to be satisfied with something less than the whole picture, leading often to decisions that are different than they would have been, had there been more information readily available to the investor when the decision was made. Art