SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla Game Investing in the eWorld

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tekboy who wrote (1807)5/29/2000 12:18:00 PM
From: KevRupert  Read Replies (1) of 1817
 
tekboy - you know I try to be a value tech player. I'm in complete agreement with UF. "sndk" has a lot to offer to the investor at current prices.

I am basing my thoughts on "seg" selling, at any price, its significant "sndk" holdings in order to complete the "vrts" merger.

I believe that "sndk" has significant growth opportunties. The flash memory business is booming, and "sndk" is the major player (i.e., patent portfolio) in this area.

I'm also basing it upon my due diligence, being: 1) Value Line assessment, 2) institutional ownership factors, 3)10k/10q/annual report info.

Just my opinion, of course. But until something fundamentally changes with "sndk"'s prospects - I am enamored with the potential return-to-risk!

Good to talk to you again. advalorem
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext