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


To: Art Bechhoefer who wrote (20060)4/11/2001 2:57:07 PM
From: Road Walker  Read Replies (2) | Respond to of 60323
 
Art,

re: "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."

It's easy to throw stones at analyst's on these threads. In most cases it's justified. In this case it's not, the guy made a correct call through grass roots analysis, it was good work. Take your shots at the guys that downgrade after the stock is down 70%.

re: "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."

Did you miss the last earnings report, the subsequent conference call, and then the earnings warning? SanDisk's fundamentals have deteriorated as badly as most of the other semi's. It's nuts to blame an analyst because your stock tanked on it's bad performance.

And by the way, I don't think Joseph even covers SanDisk.

John