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

To: Art Bechhoefer who wrote (18938)	2/5/2001 7:29:19 AM
From: limtex	Read Replies (2) \| Respond to of 60323

AB- Poor Eli, a couple of weeks ago, didn't even know that his Q4 sales had collapsed. How on earth he can predict a good period in 2H I have no idea. Mty guess is that as the recession deepens into 2H and then into next year he is going to have a bit of a problem wit hall this extra capacity coming on stream. You can't eat CF coming out of Virginia and UMC and in a depression its food that counts. Zeev is going to get his price and it may well get near to it today and Feb has only just started. Best regards, L