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

To: gdichaz who wrote (12688)	12/13/1999 1:47:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Strongly second your nomination of Sandisk as a Young King. In similar fashion as JDSU, suspect the discussion should and perhaps may center on whether SNDK is a young gorilla rather than young king, but in either case discussing it here makes sense. Cha2, I love your enthusiasm, but we don't vote on candidates on this thread - we present analysis. In particular, the coveted Gorilla label should not be bandied about without some sort of justification. Why don't you team up with Scott to make an "Apollo style" presentation on sndk? The g&k gang makes big investments in Gorillas, so tossing around the G word without offering supportive data is strongly discouraged. Imo, sndk is a Shiny Pebble (or a Snowball, if you prefer). Now PROVE me wrong. uf

To: gdichaz who wrote (12688)	12/24/1999 4:46:00 PM
From: StockHawk	Respond to of 54805

SNDK >>Because of the Taiwan earthquake, the stock has stalled for the past months. << Specifically, the earthquake was largely responsible for the stock's fall from $95.75 on 8/25/99 to an awful intra-day low of $37.75 on 10/14/99. Anyone in the stock who bailed out at distressed prices probably got hurt. Cooler heads, who added to their positions on weakness (as Ausdeaur did)are already looking pretty good, as the stock hit $90 yesterday. StockHawk