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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Ausdauer who wrote (2295)5/28/1999 12:03:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>>Hard to believe that there has been 2,300 posts to this thread since its inception a few months back

I'm amazed as well, Ausdauer. We seem to have found an unserved niche on SI; a place to debate the potential of Regal long term investments politely.

Thanks for introducing SanDisk for consideration, but I'd appreciate the benefit of your research and conclusions. In specific, can you outline the ipr position that you feel will make SanDisk a sector rule maker, your estimate of growth for the sector, gross margin expectations, etc.? We're a lazy lot here, and love it when someone else does the preliminary work for us <g>.

Frank
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