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


To: Greg h2o who wrote (12523)7/5/2000 1:51:58 PM
From: Ausdauer  Respond to of 60323
 
Greg,

Aus, before dispelling everything SSB said in its report...to completely disregard
the report is like sticking your head in the sand. Rose colored glasses can cost a lot of money.


I didn't "dispel" anything.

I assumed you read the report when you posted this...
(emphasis on "WHOLE")

Message 13994411

I replied as follows:
(emphasis on "rosy")

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.


Ausdauer