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

To: Art Bechhoefer who wrote (20372)	5/31/2001 9:08:21 AM
From: limtex	Read Replies (1) \| Respond to of 60323

AB - imho my guess is they are going to dissapoint on sales and probably margins. Short term I am bearish on SNDK. A year from now if there is any sign of a revovery by then it will be a different story as more people migrate to d-cameras and we get 3G wireless and more music devices. Adn did you see the Panasonic tiny SD music players. They look great and they are expensive which always makes me think they are good quality and packed with technology!!!! But short term and with the market and the Fed govenors now beginning to own up I see ongoing misery. I wonder where Zeev is. He really first picked up on this weakness in sales and I argued with him. I should have blessed him instead. Best regards, L