Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Art Bechhoefer who wrote (15943)	10/24/2000 8:35:18 PM
From: KevRupert	Read Replies (2) \| Respond to of 60323

Art, I agree in general terms with your comments. Kodak has a lot to prove to have any credibility. But I do believe that a minor economic slowdown has unknown risks for SanDisk. I don't know what percentage of 1) people would not purchase SanDisk products if a recession hits, 2) if people stop taking vacations, 3) if people put off buying digital cameras. Although I greatly respect your views, I believe there is an inherent risk in SanDisk's fundamentals with a slowing economy. These are risks that nobody can quantify at this point because 1) no one knows, for sure, if we have a soft or hard land looming, 2) what kind of sales slowdown would hit SanDisk with even the most minor of economic slowdowns, and 3) any lawsuit always presents the possibility of negative consequences (even if warranted or not).