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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (44116)	7/5/2001 11:42:04 AM
From: Apollo	Read Replies (1) of 54805

SanDisk It was noted on the SanDisk thread that the last qtr. closed without an earnings warning by SanDisk. There is speculation that SanDisk may even exceed revenue projections. Art Bechhoefer made some good comments... Message 16028667 I replied, asking whether it was just safer to hold Intel... Message 16029305 Art responded with an interesting post, speaking both to SanDisk's IPR, and what he perceives to be its relative dominance in its space.... Message 16031542 Art discusses "Expected Value" which = a reasonable target price for the stock, multiplied by the risk level for reaching that price. Relevant reading as it relates to issues of risk, valuation, and SanDisk Apollo

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