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

To: limtex who wrote (18535)	1/25/2001 7:04:59 AM
From: orkrious	Read Replies (4) \| Respond to of 60323

there is now a glut of CF...Poor old SNDK is now a dream of what might have been but in the face of this recession brought on by Mr G in his irrational obsesssion with the NAZ it is becoming clearer by the day that he has brought the entire World economy to thebrink of disaster. Limtex, you need to take a chill pill. I won't even bother with the latter comment, but on the former, re-listen to the CC. There isn't a glut of CF. There was terrific sell through at the retailer level. It was the OEM's that had too much (this actually supports Zeev's DSO problem). Like every other customer in the semiconductor market they ordered too much when supplies were tight. Now the excess inventory has to be worked off. The world isn't ending. This situation will be remedied as new products come on line. Jay

To: limtex who wrote (18535)	1/25/2001 1:46:36 PM
From: Trader X	Read Replies (1) \| Respond to of 60323

And the winner is.... "SNDK is like a canary if even it gets whacked then what hope for companies with less prospects, ie the vast amjority of companies?" Well, for one, the semi equips are doing quite well, thank you. KLAC, NVLS, ASML are doing bang up business this year as the semis are buying like mad to stay competitive for the next cycle. And did you see the piece on IRF this morning? Obviously there are some with no exposure to the economy. SNDK is not one of them. I think everyone here should have been alerted by the sluggish retail sales numbers that SNDK would get hit. How could they not?