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

To: Art Bechhoefer who wrote (24108)	12/6/2003 9:19:37 PM
From: sdpjf	Respond to of 60323

Art, thanks for making a point on the thought patterns of the analysts. I have come to believe that most of them have sheep for parents and live close to cliffs. They (the analysts) are sort of like collage proffs who study what other proffs are writing about, which has been influenced by yet other proffs. These analysts are not out on the street or at sports events watching how the great unwashed are reacting to the changes in product offerings. Digital film is a case in point. However, the youth of our country don't give a darn about the little card ITS THE LITTLE SCREEN ON THE BACK OF THE CAMERA THAT COUNTS!!! This is not a fad, it is not a passing fancy, it is truly a disruptive technology and other advancements will flow from this one. The question is, will the Co. remain on the leading edge? Everyone is trying to get to fine in their thinking: spot prices, capacity, holiday specials, etc. etc.. Just get out and observe. On thanksgiving day I received from my daughter and son in-law a new grandchild (Joseph Peter Fillipo Guide). moments later I was viewing photos of Joseph Peter. (Wow) This reajustment of price has happened before. Best to all Grandfather Peter P.S. How did I know that Nordstroms and the Gap were headed for trouble some time ago and how do I know when some of my lessee's are hitting the wall? Because I am out on the street kicking tires. On Nordies and the Gap: they changed their product mix. On my lessee's: I look at the condition of their displays. I should start a school for analysts called the art of tire kicking. The Guys at Merrill just put a buy on Cisco at 23.00. Where were they at $8.00? 20 billion in sales. 20 billion in cash and 80% of the market place in which they do business, and the ANALYST was neutral. Oh my! Keep the faith