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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (28677)7/25/2000 12:00:10 AM
From: sditto  Read Replies (1) of 54805
 
<<analysts usually fail to grasp the significance of tornados>>

I'm long SNDK but must say they do a relatively poor job of educating and guiding the analysts. Where are the investor presentations, spreadsheets, and white papers on their pitiful web site. Why are they not actively comparing and contrasting high density removable flash to low density imbedded flash rather than bemoaning market ignorance on their conference calls? Why does almost every major media article on flash technology omit SNDK from their discussion? The SNDK IR and PR departments need a major upgrade before we can accuse the analysts of not understanding the tornado. Somebody desperately needs to send them TRFM so they can at least play the game.
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