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To: Greg h2o who wrote (12517)	7/5/2000 9:41:19 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Greg, *"SSB downgraded the whole semi industry this morning..."* My comments on blanket statements stands. Do you feel SSB is influential enough to sink SNDK even at these severely depressed prices? We are in a period where stock selection is crucial. If I believed SSB and were weighted in the semiconductor sector I might be concerned. Also, if several investment houses were to echo the same beliefs I might take notice. I am confident others see the strength of SNDK while those unwilling to evaluate individual stocks on their unique merits will likely sell of their tech holdings en masse. Will we be victims of "market risk" by holding? I guess that is a decision each of needs to make. Included in that decision is the persuasiveness of Salomon Smith Barney. Their comments mean nothing to me. Who is their analyst following us and how much time have they devoted researching SNDK? Ausdauer

To: Greg h2o who wrote (12517)	7/5/2000 9:55:24 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

"When Salomon Smith Barney talks... ...SanDisk tanks. Oh well. Ausdauer

To: Greg h2o who wrote (12517)	7/5/2000 2:07:45 PM
From: Road Walker	Read Replies (1) \| Respond to of 60323

Greg, Is the SSB report available on line? TIA, John

To: Greg h2o who wrote (12517)	7/6/2000 9:54:55 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Greg, You posted this unqualified statement yesterday morning... "SSB downgraded the whole semi industry this morning..." That was the entire post. I interpreted this as a warning statement and replied with my "rose-colored" spectacles... We are in a period where stock selection is crucial. If I believed SSB and were weighted in the semiconductor sector I might be concerned. Also, if several investment houses were to echo the same beliefs I might take notice. I am confident others see the strength of SNDK while those unwilling to evaluate individual stocks on their unique merits will likely sell of their tech holdings en masse. Will we be victims of "market risk" by holding? I guess that is a decision each of needs to make. Included in that decision is the persuasiveness of Salomon Smith Barney. Their comments mean nothing to me. Who is their analyst following us and how much time have they devoted researching SNDK? My interpretation of your message was "the sky is falling". The "relevant" portions of the SSB report that you posted here did not strike home with me for reasons that I have already given. Maybe someone on The Thread should change their screen name to "Chicken Little". Ausdauer

To: Greg h2o who wrote (12517)	7/6/2000 10:11:42 AM
From: TREND1	Respond to of 60323

Greg I want to thank you for posting of the SSB report. Digital Jam (sat not cable) had SSB on and he had some very interesting points. One of which was that the important thing in the SUPPLY-DEMAND equation was not demand, but SUPPLY. He talked about the last 40 years and how SUPPLY was the killer of each cycle. Over the years supply YTY has increased in the 20 to 70% range. Year 2000 is 60% ! He implied that BIG MONEY would start to move out of this cycle industry due to 60% increase in supply this year. Again thanks. Larry Dudash