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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (12704)12/13/1999 3:53:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Uncle Frank: With all due respect,

I did not nominate SNDK.

I did second the nomination as a possible Young King suitable for discussion here. I do not think SNDK is a gorilla.

If anyone here cares about the facts on SanDisk, those facts have already been presented in great detail by Ausdauer.

And he also analyzed the company in GG terms.

The case has been made.

It has been supplemented several times here.

There was no "consensus" here. The presentation was almost completely ignored except by Mike Buckley who asked some excellent questions as he usually does.

Ausdauer felt he was given the cold shoulder here and has mentioned that in passing on the SI Sandisk thread.

I took LindyBill's invitation re Young Kings to be in good faith. I have responded in good faith.

Out.

Cha2
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