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

To: TREND1 who wrote (16234)10/29/2000 2:08:47 PM
From: Zeev Hed  Read Replies (2) | Respond to of 60323
 
Larry, I am not pro nor con SNDK, right now I am flat and tomorrow I might be long. I am not short this one or any, not my style. I think that we found an interesting discrepancy and that leads me to wonder if the DRAM malaise is spreading beyond its own pale. Increases in DSO are often precursors of other troubles. Of course, once troubles are visible to all, that might be the best time to get back on board.

Zeev


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