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

To: Art Bechhoefer who wrote (19437)3/5/2001 6:34:15 PM
From: Ausdauer  Read Replies (3) | Respond to of 60323
 
Art,

Starting to see more semiconductor downgrades despite the devastation
all around. Kind of reminds me of all the upgrades that went out when
stocks were making new highs nearly every day early in 2000. At that
time the buy recommendations were probably just a smoke screen for
institutional selling, while now the downgrades (coming after most
stocks have already cratered badly) likely represent institutional
interest and buying activity.

In retrospect, last year's price targets of $800 on QCOM and $200 on SNDK
now look ridiculous, if not suspicious. Now the downgrades seem equally
ridiculous and twice as suspicious.

Just my novice interpretations.

Aus



To: Art Bechhoefer who wrote (19437)3/6/2001 11:27:33 AM
From: limtex  Read Replies (1) | Respond to of 60323
 
AB - What about the part of the revenue base that slowed down just before the New Year, the OEM business/customers. How do you think SNDK sales in that segment of its revenues will perform this qtr?

Do we have an y annecdotal on retail like we did before the earnings announcement?

Best regards,

L


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