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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (8727)10/24/1999 5:54:00 PM
From: Percival 917  Read Replies (1) of 54805
 
Hi Merlin,

Can you be more enlightening on why Sandisk building their own fab is causing you to lose interest? Is it the high cost of building it versus the projected return on their investment? If so what you watch for to get you interested?

As always thanks for your views.

Joel
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