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

To: limtex who wrote (19524)	3/9/2001 9:17:16 AM
From: Rocky Reid	Respond to of 60323

limtex said: >>From what I heard of the INTC warning was:- 1. Across all sectors of the business. 2. Global 3. No visiblity of any relief.<< I would think that Intel's flash busiess is included among the disappointing sectors. This would lead me to believe that flash business is saturated and that Sandisk's outlook would be equally bleak. This is going to get really ugly. I can now see SNDK well under $20 soon.

To: limtex who wrote (19524)	3/9/2001 9:35:40 AM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 60323

Seems to me that things are getting materially worse by the month. And now the Japanese are saying the country is facing an economic disaster...time to strap on that crash helmet, L!

To: limtex who wrote (19524)	3/9/2001 12:16:20 PM
From: JohnD	Respond to of 60323

Limtex, Re. <<From what I heard of the INTC warning was:- 1. Across all sectors of the business. 2. Global 3. No visiblity of any relief. >> Intel has been having problems for the last few quarters, and has a chip (P4) that is inferior in almost every way to AMD chips. I base this by looking at major hardware websites such as Anand & Tom Pabst's. Intc has bought a slew of companies in the last year, almost none of which have helped their bottom line. Further, their quarterly reports have been "enhanced" by the sale of billions of $ from their stock portfolio. Before you take their reasons for their problems as being totally accurate, wait until you hear what both Intc & AMD C.C.s indicate, and compare them. Look at P/E, price, and the last few quarterly earnings. Intc has been a great company, but has had a year of screw-ups, possibly caused by facing competition for the first time. The entire tech market is being painted with a wide brush - and it IS friday~~ Just MHO, HTH, JohnD

To: limtex who wrote (19524)	3/9/2001 5:26:01 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 60323

Limtex, that is the kind of news background in which bottoms are set, the timing fits the turnips time table as well, I for one jumped back into SNDK today and in many other situations, the bargains became irresistible. Is the malaise over for good? I do not think so, but right now I believe that the bottom is at most within two trading days (I am still waiting for few signals to "come together"), and I expect a rally of at least 30% (to 2650 on the naz with a max potential of 2850) within about five to six weeks. Zeev