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

To: pass pass who wrote (17868)	1/1/2001 1:39:17 PM
From: Sam	Read Replies (1) \| Respond to of 60323

<<One of the reasons for many earning warnings is component shortage. If so, how come the flash memory stocks are so cheap?>> Because they are lumped together with all semiconductor stocks, and because of the suspicion that the combination of capacity coming online over the next year and softening demand will lead to falling prices and a cyclical glut. Whether that will occur or not is the question to be answered over the next 3-9 months. I still believe that many of the stocks--including companies like Sandisk and SST--have been oversold. Even way oversold. But, as some fine souls will hasten to remind me I'm sure, that is as par for the course as becoming way overbought in good times.

To: pass pass who wrote (17868)	1/1/2001 5:43:21 PM
From: Ausdauer	Respond to of 60323

Yahoo! and Amazon.com from WSJ.com Rob Solomon, vice president and general manager of Yahoo shopping, said the company met its expectations for the holidays, which ranged from 1 1/2 times to twice the levels of last year. New interactive tools such as the gift recommender, which lets users insert the recipient's age and interests and receive merchandise recommendations, attracted consumers to Yahoo, Mr. Solomon said. "We were incredibly happy" with brand-name retailers on the Yahoo shopping sites, Mr. Solomon said. U.S. brand-name retailers that have physical stores saw their Web volume nearly triple, the company said. Mr. Solomon attributed that trend to consumers who tend to gravitate and shop at retailers that they are familiar with already in the offline world. Popular items purchased on Yahoo's shopping sites included Sony Corp.'s PlayStation products, digital videodisk players, digital cameras, scooters and electronic handheld organizers. Shares of the Santa Clara, Calif., company rose $1.63 to $31.19 in Nasdaq Stock Market 4 p.m. trading Tuesday. Internet retailer Amazon.com Inc.'s shares climbed $1.38, or 8.9%, to $16.94, also on Nasdaq.