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


To: Steve 667 who wrote (24538)1/14/2004 10:03:00 AM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Morgan Stanley, didn't they upgrade yesterday?

Guess the downgrade would be more effective if they upgraded the day before.

I smell a rat trying to trash SNDK 7 days before what will be record earnings.

[note to self: period of profitability has passed, silly.
NAND is now "DRAMified". What was I thinking???]

Aus



To: Steve 667 who wrote (24538)1/14/2004 10:46:53 AM
From: Sam  Read Replies (2) | Respond to of 60323
 
re: MS and their "DRAMification of NAND" comment
To repeat something I mentioned a week or two ago, I hope Dr. H gives his lecture on how the flash and DRAM markets differ at the upcoming CC.