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

To: Road Walker who wrote (20058)	4/11/2001 1:29:10 PM
From: CrayUSA	Respond to of 60323

SNDK,, with computer manufactures looking up and the semi sector upgrade today, we should have a nice long ride back up here. Also,, it has taken quite a ride down so there is lots of room. This one likes to go when it gets a little momentum going. Should be real nice. Cray

To: Road Walker who wrote (20058)	4/11/2001 2:15:13 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

John, the problem is grouping all semiconductor stocks together, as if they all suffered from lower sales of DRAM and microprocessor chips. When SSB was issuing its dire predictions for semiconductors nine months ago, it made no distinction between increasing sales for firms like SanDisk and lower than expected revenues for firms like Intel and AMD. Nor did it recognize that Intel, for example, had been shifting production from microprocessors to flash memory and telecommunication chips, as one might expect from a well managed company that wants to participate in faster growing parts of the market. The result was that when stocks like INTC, AMD, TXN and many others went down on prospects for lower sales of their traditional products, stocks like SNDK also tanked, even though sales and profits continued to rise. My criticism of the analysts is simply that they generalize the problems of one or two companies to the whole group, even when other members of the group produce for an entirely different type of customer. What some people may term a "ballsy call" I consider to be nothing more than covering one's rear. Just a different perspective on the anatomy. Art