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

To: luther yow who wrote (15450)	10/10/2000 1:13:36 PM
From: Ausdauer	Respond to of 60323

Luther, NASDAQ down to 3268 today. The last time we saw such narrowly-spaced and sharp NASDAQ declines SanDisk was even more beat up than it finds itself today (by a long shot). What is different now? First, SEG is out of the picture. Second, we've had two very good quarterly reports since April and we are still a week away from the current earnings report. Thus, we have somewhat of a firmer backbone, but still are subject to market risk. Again, next Wednesday can't get here soon enough. Aus

To: luther yow who wrote (15450)	10/10/2000 7:11:08 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Both the downgrading of Xilinx and Altera, and the situation in Israel must be having an impact on SNDK shares. It's really uncanny how analysts seem to throw these semiconductor stocks into the same bowl, even though their markets are very different. As for Israel, there is plenty of blame to go around on both sides, and it must raise fears about the security of expanding facilities in Israel. The Palestinians do not have a very good negotiator in Arafat. On the other hand, Sharon, in blatantly entering an area sacred to Muslims, acted provocatively, perhaps with some encouragement by Republicans who were searching for additional ways to discredit their nemesis Clinton and prevent him from getting credit for his efforts to get the two sides together. The basis for this speculation is a statement made earlier by a Republican advisor, who expressed the strong wish that the Israelis take an all or nothing attitude at Camp David. Another example of people who should know better messing around in foreign intrigue. I have never seen a proposal that would provide an incentive for the Israelis and Arabs to live together in the contested neighborhoods, rather than create more ghettos. Certainly if companies like SNDK are to succeed in Israel, they will want to draw from a labor force that includes the best people, regardless of whether they are from Arab or Jewish or Christian backgrounds. Art