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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (6918)	9/23/1999 11:45:00 PM
From: tekboy	Respond to of 54805

I know many thread members were impressed by Ausdauer's presentation of SanDisk several months ago, and some of those who didn't buy in at the time might have looked on enviously as its price skyrocketed afterward. Well, thanks to profit-taking, the Taiwan earthquake, and Ballmer, SNDK has dropped from 95 to 65 in a few weeks--17 points today alone. According to the folks over on the SNDK thread, however, the fundamentals and prospects are still very attractive: Ausdauer himself just posted that he bought more at 77. Granting that true GG'ers don't care about such trivial things as timing or buying opportunities, I'm still curious about whether those who own or follow SNDK think this is a rare chance to get in (relatively) cheaply to the King (or PWA?) of flash memory... tekboy