|
Ah - Perhaps it's the larger
sector(s) - and SNDK
<p>OT- Perhaps the networker weakness is weakness from
somewhat related sectors - computers, storage, etc. are
struggling in the face of how weak overall demand seesms - eg.,
SanDisk (SNDK) being the 'poster child' for this, falling an
astounding 18% the other day on guiding downward and withdrawing
2015 guidance, and overall down from a high of about 105 now to the
mid-60's. PC business is clearly hurting as INTC guided lower, pc
shipments are disappointing, (and as always, MSFT producing buggy
crapware and holding customers hostage won't help them sell Win
10.) I would actually see SNDK as a potential stock to buy, as I
think this problem is temporary, their cost structure and margins
look poised to improve, they the leading firm in production of 3d
flash nand), and in the long run, like bandwidth, more flash memory
demand is almost a certainty. Several articles on Yahoo finance
give some insight into the problems and the support, or lack
thereof. One of them (not necessarily the best) is ...mmm - maybe
this board won't accept links to articles from elsewhere - 'paste'
not working, it seems. Anyway, SNDK also has about a 1.9% dividend
at this price.</p>
|
|