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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (12753)12/14/1999 10:15:00 AM
From: DownSouth  Read Replies (1) of 54805
 
I repeat that to me it was the best piece of research, analysis and presentation for a company on this board, with the exception of Mike's on the Q.

What happened, silence. He received no replies, no interest. Only Mike asked him some questions for clarification and then silence again.

Others including NY Stew (as I recall - perhaps incorrectly) have thought SNDK worth considering since but silence has reigned.

A simple dismissal by calling it a shiny pebble is not persuasive IMO.

What is the substance of the dismissal?

Cha2, There has been plenty of discussion on SNDK since Ausdauer's fabulous presentation. As I recall, the consensus was that SNDK was worth watching but was neither simian nor kingly. Mike's questions were excellent, so dismissing our responses as "only Mike asked" disregards the quality of Mike's questions.

We are still watching SNDK. Proof positive is the fact that we are discussing it again.

Just because Ausdauer did such a text book presentation does not justify that the stock should be crowned. In my mind, he helped me understand the company well enough to keep in on the radar screen, but not to buy it yet.

The fact that our recent portfolio inventory did not include substantial SNDK demonstrates that many others came to the same independent conclusion.

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