SI
SI
discoversearch

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: Road Walker who wrote (18483)1/24/2001 6:55:48 PM
From: 5dave22  Read Replies (1) | Respond to of 60323
 
<Is at least a part of the OEM problem related to fears of an economic slowdown, and the OEM's saying we ain't buying nothin', we got our own earnings to report? All reports we got were that digi cameras were selling with the best product categories.>

John, remember the reason I told you I was going to shy away from DRAM? Because of exposure to OEMs. I guess I backed the wrong horse.

BTW, a little story on VRTA. I bought the night before a warning @ $14. It opened the next day @ around $7. A lot of people panicked. By the end of the day, I think it was $11. Within a few days it was $13. Today it closed above $14.

Dave