Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Craig Freeman who wrote (19435)	3/5/2001 9:44:42 AM
From: Road Walker	Read Replies (1) \| Respond to of 60323

Craig, A post I wrote over the weekend on the Intel thread, about $SOX corrections: Message 15445802 FWIW, John

To: Craig Freeman who wrote (19435)	3/5/2001 5:38:52 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Craig, we now get another clue from Merrill Lynch, via a CNBC interview this afternoon with another ML analyst, Milunovich, on a recent ML survey of Information Technology. The survey indicated that business plans for investment in IT were down from 9 percent in an earlier survey to 6 percent. The only area that Milunovich seemed to like better than the rest of IT was information storage. He mentioned stocks like EMC. If Merrill actually reviewed these comments, they would see an interesting inconsistency. SanDisk produces what is really an information storage product, but Merrill Lynch places SanDisk in its index of semiconductor stocks! It may take some time before portfolio managers who rely on big firms like ML to figure out that they're not getting what they paid for. Kinda like buying a used car, except for the fact that analysts from some of these major investment firms have a little less credibility than used car sales people. Art