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


To: tekboy who wrote (12761)12/14/1999 11:12:00 AM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
tekboy: I find myself in the odd position of defending a company and a system CF in which I have only very limited interest/knowledge.

As you well know, SNDK is at the edge of where I concentrate.

So SNDK ain't a gorilla yet. Of course it isn't.

But is it a prince or a king?.

All this ironically is because I seconded the nomination of SNDK as a subject for discussion as a Young King candidate. I still think it deserves that discussion.

Your is the most substantive discussion on SNDK I have seen since my supporting the suggestion that SNDK be discussed. Thanks. That is in the best tradition of this thread. (Hardly a surprise coming from you of course)

As usual you make your case that SNDK is not a gorilla well.

OK what is it?

To me the case for SNDK is similar to that for JDSU.

What thinkest thou re that?

Cha2