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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.
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To: Paul Senior who wrote (190)9/23/2000 7:45:03 AM
From: orkrious  Read Replies (2) of 194
 
Paul, if you mean hedge as in offsetting some of the risk of SNDK, I don't think that it is a hedge. When cameras are made with 16 megapixel resolution, the flash requirements are going to be absolutely enormous, which will be fabulous for SNDK. NSM would definitely be a complimentary play, but I suspect it is too large for these sensors to have much of an impact on their bottom line.

IMHO

Jay
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