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

To: Road Walker who wrote (20061)	4/11/2001 8:00:18 PM
From: Sam	Read Replies (1) \| Respond to of 60323

John, Art, Here is a link to an article talking about JJ's call at the time it happened. He was called premature, insane, ridiculous by other analysts (including a few on this board, including too, unhappily, yours truly). archive.cnbc.com It was a gutsy call. Whether it was coincidentally correct or not, I can't say. I certainly hope his current call is as good as that one was. Though I wish he would have included SST in his raised ratings. But perhaps the fact that they report tomorrow would make him shy away from recommending them. Nothing like recommending a company only to be slapped in the face the next day by reality. Still, with the 4Mb chip ASPs holding steady, it is slightly encouraging (thanks, John, for the link to JJ on chip prices). As usual, we'll have to wait and see. Balzac supposedly said that when he was younger, he didn't commit suicide once because the political situation was so interesting in France and Europe at the time, and he wanted to see how things turned out. The market can be amusing like that as well. Sam

To: Road Walker who wrote (20061)	4/11/2001 8:34:36 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

John, re: "SanDisk's fundamentals have deteriorated as badly as most of the other semi's." Hmmm. Let's see, if I recall correctly back in July 2000, SNDK operating earnings were going up at a healthy pace, while the stock was dropping with the rest of the semi's. There may be some analysts who were astute enough to draw a distinction between the various kinds of semiconductor chips that are sold, but JJ wasn't one of them. If I recall correctly, he also had little positive to say about another semiconductor stock--QUALCOMM, whose main business may be wireless telecommunications, but whose main PRODUCT is chips for use in cell phones and base stations. I've been an active investor for more than 45 years, of which the last 21 have been as a professional investor. From my perspective, JJ is rather inexperienced. Art