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


To: Art Bechhoefer who wrote (19915)4/2/2001 5:51:37 PM
From: Road Walker  Respond to of 60323
 
Art,

I hate to admitt it, but I am sympathetic towards SanDisk management. Those capacity for IP agreements were made when it looked like their was going to be a severe shortage of CF, and they probably seemed conservative at the time.

Who knew the bottom would fall out, and the capacity would lose value.

John