Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Logain Ablar who wrote (3555)	7/25/2000 1:34:27 PM
From: Zeev Hed	Read Replies (2) of 30051

Tim, I am not so sure, which is better at $73, SNDK or SSTI. It is a tough call, SSTI growth and actual earnings per share are much greater than those of SNDK, but SSTI might be more exposed to future competitive pressures. Both have executed quite well operationally (well, SNDK operational results actually still stinks, low margin, they are being "saved" by royalties, and if they improve on the operational side, they could blow earnings next quarter). In the meanwhile, I sold the SCON I bought yesterday for 10% profit ($26.5). What is wrong with BVEW?, I had 20% profit and that is now turning to 10% loss (g). Zeev

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