Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (12761)	12/14/1999 11:12:00 AM
From: gdichaz	Read Replies (2) of 54805

tekboy: I find myself in the odd position of defending a company and a system CF in which I have only very limited interest/knowledge. As you well know, SNDK is at the edge of where I concentrate. So SNDK ain't a gorilla yet. Of course it isn't. But is it a prince or a king?. All this ironically is because I seconded the nomination of SNDK as a subject for discussion as a Young King candidate. I still think it deserves that discussion. Your is the most substantive discussion on SNDK I have seen since my supporting the suggestion that SNDK be discussed. Thanks. That is in the best tradition of this thread. (Hardly a surprise coming from you of course) As usual you make your case that SNDK is not a gorilla well. OK what is it? To me the case for SNDK is similar to that for JDSU. What thinkest thou re that? Cha2

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