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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Zeev Hed who wrote (780)10/18/2001 11:51:03 AM
From: Jdaasoc  Read Replies (3) of 99280
 
SNDK is that they have very thin margins (actually negative gross margins

I think that AMD, Intel, and Micron also make flash memory and should have enough cash to weather downturn. Is Sandsik in similar position or is recent Sandsik lawsuit on Micron sign of max pain being induced.

PS trinq at about 0.3 indicated real buying on the dips today beyond 1.9% up move.
Anthrax doesn't infect computer networks or affect IRS depreciation treatment of computer equipment. Every day is another day closer to IP spending recovering to pre y2K levels.<g>
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