Paul, on this thread, we do not slap anyone for their opinions. Like Sam, I would like to know more what you meant by "production problems". I always expect Murphy to lurk in the shadows when a new technology is launched. Personally, I was surprised that SNDK chose not to go to .18, but instead made a very timid feature reductions. Maybe they are waiting for the Toshiba JV to get up the learning curve. The price action in the last few weeks indicated to me that something more than SEG dumping its stock was afoot, thus your comment may lend some fundamental validation to a poor technical action of the stock (it is still under the April's lows).
Zeev
PS, I used this morning swoon to establish again positions in QCOM at $66, RMBS at $212 and SNDK at $69. I am still not going to go gang-ho, and will take profits as the market rallies. HAUP is doing quite fine, I am hoping for a 50% gain or more (the $12 to $14 area) to bail out.
In edit, just got back into CDTS ($14.5, yes, I know, this farmer just sold it last week under $14), if this rally continues, we could at least challenge $18, and latter this year maybe $30. |
