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

To: Ausdauer who wrote (5256)	4/6/1999 12:42:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Aus and Jerome, the price weakness is probably associated with announcements of price cutting by Intel and other semiconductor companies. It reveals, more than anything else, how easy it is for typical analysts to group all these stocks together, notwithstanding the different markets addressed by different companies. SanDisk has always had enough competition to force price cutting (and maintain low inventories to avoid being caught with outdated product). At prices below 25, this might be a very good buying opportunity, inasmuch as there is nothing out there suggesting a falling demand for flash memory products (as opposed to demand for PC's). Art