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


To: Robert Douglas who wrote (21285)12/10/2001 1:52:49 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Robert,

I read the report as follows. "SanDisk seems to be turning the corner." I am not sure
I would read much else into it. Perhaps this recommendation explains the recent
price movement in the stock given that Merrill Lynch clients presumably got this
in their e-mails a week or two ago. I still think there is too much uncertainty
about consumer spending and too much volatility in retail pricing of flash products
(read "oversupply") to draw any longer term conclusions, but it is nice to know
that someone is willing to go out on a limb at this juncture.

Thanks for the post.

Aus