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

To: Greg h2o who wrote (12531)	7/5/2000 6:31:48 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Greg, I discussed the SSB report with my broker (SSB) and disagree with its overall thrust. Apparently they took the recent news of expected lower sales of QCOM chips to Korea and similar news suggesting a decline in demand as a PROXY for all semiconductor stocks. In other words, they are trying a "one size fits all" approach and are not making any distinction between ASICS, DRAM, microprocessors, and flash memory. It's a case of looking at the forest but not seeing the trees.