Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (12043)	12/5/1999 8:10:00 AM
From: 100cfm	Read Replies (1) of 54805

UW you are not late on sndk. i believe during the portfolio compilation, sndk placed very very low in the % of holdings. also their tornado has not yet begun. there is still question in my mind who will be the victor in that category. it seems sony isn't going to make the same mistake they did with beta. although a friend of mine who is a sndk rep. is telling me there is no question, that sndk will control the mkt. i am still skeptical. he expects his sales to at least double, more likely to triple. i am waiting for more smoke to clear. might be giving up some points to the upside but in the longterm they would be inconsequential. regards 100

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