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


To: Art Bechhoefer who wrote (5253)4/6/1999 10:18:00 AM
From: David W. Tucker  Respond to of 60323
 
Art: The whole semiconductor sector is down these days and Sandisk has been pulled along. But I agree the news has been good. We've heard nothing bad from Sandisk to make us think that Harari has had a change of heart. I can't predict the future but I suspect we'll see the price begin to go up again as we approach the earnings announcement.

The cool thing about these stories concerning Korean companies is that they are shunning Samsung (the biggest Korean company). This is a huge positive sign to me. They aren't going with Samsung, and they hate the Japanese, so Sandisk wins (although they might use some other CF/MMC provider).

dave



To: Art Bechhoefer who wrote (5253)4/6/1999 5:10:00 PM
From: limtex  Read Replies (1) | Respond to of 60323
 
Art -

What am I missing?

Earnings.

in a word. We had precisely the same thing lastyear when loads of good announcements and the stock tanked. All Eli has to do is show the market that he can do it and then the market will do the rest.

Regards,

L