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Technology Stocks : PC Sector Round Table
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To: tom pope who wrote (259)4/14/1998 9:57:00 AM
From: Sam  Read Replies (1) of 2025
 
Tom,
Unhappily, the usual suspects are in this business--Intel and the usual Asian culprits like Toshiba, Samsung, et al. I have 500 shares of SNDK, as they hold a lot of patents that most of the other players are paying license fees for. It has huge potential, but with all of the players that are in it, it is unclear to me what the final ROE will be. They may well trash this market just like they trash most of the markets that they get in, creating profitless prosperity. Profitless, that is, except for the CEOS and upper management.
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