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


To: Cooters who wrote (19421)3/3/2001 11:18:14 AM
From: John Trader  Respond to of 60323
 
To all, FWIW, on CNBC MarketWeek, the tech fund manager, Paul Meeks, is shorting ATML next week. He said the flash memory market is in bad shape, or something to that effect. Any thoughts from anyone on this?

John



To: Cooters who wrote (19421)3/3/2001 12:10:53 PM
From: TREND1  Read Replies (1) | Respond to of 60323
 
cooters
youw wrote
"If you categorize SNDK as a semiconductor manufacturer rather than a royalty machine, "

I agree with you 100%
SNDK will now act like MU (Micron Tech) meaning that supply and demand will go from in balance to out of balance back to in balance, etc.
The secret is out ! That is where I get the low of 10 for SNDK.

Larry Dudash