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

To: NHP who wrote (5171)	3/23/1999 10:33:00 AM
From: David W. Tucker	Respond to of 60323

The discussion this morning on CNBC made it sound like the whole semiconductor sector is down in similar fashion along with some of the broader technology suppliers,, like Dell. It looks to me now that we are just riding the wave of the whole sector here. The news from Sandisk still continues to be positive so I expect earnings anticipation to raise the stock price prior to the next report in April. However, I have to wonder if Eli's tone will change any. To my thinking, his comments will be crucial to trading in April-May. I feel more comfortable that it's a sector thing causing the stock drop rather than something directly related to Sandisk. That's my view based on what I'm seeing. dave