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

To: Sam who wrote (14100)	8/22/2000 9:05:22 PM
From: mauser96	Respond to of 60323

I suspect that SanDisk products will turn out to be cyclical like most other memory/chip making businesses. However, the timing of this can't be predicted reliably. The pundits don't do too well in their prognostications even with well established cycles like DRAM. For SNDK cycle length is just a wild guess because nobody knows how rapidly demand will grow. (The supply side is a bit easier to figure because it takes time to build fabs but actual output is tricky)