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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Ausdauer who wrote (23800)	4/28/2000 4:10:00 PM
From: chaz	Read Replies (2) of 54805

Ausdauer-- You have been a patient, consistent proponent of SNDK over here for what, six or more months. Your zeal reminds me of Dancelot and QCOM, Apollo and RMBS, and Galahad with NTAP. That's putting you in with some very highly respected company around here, so take it as a sincere compliment. However, there's a however. You've laid out the case for the technology, you've mapped out the applications, you've even stripped the competition's clothes by explaining the lawsuit. What I haven't seen is the money. A fully developed picture of how they're going to make it and when might advance your cause here. Just a thought you might want to consider. One of our thread's key contributors is compiling a portfolio survey, the second such, based on the holdings of perhaps 100 or more of our members. In the first survey last November, SNDK was "barely or never" listed. The extent to which SNDK appears in the new one might interest you, so I hope you'll monitor the thread to pick it up. The money story may be what's missing for you, and for more of us than just me. Chaz

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