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To: GST who wrote (100203)	4/12/2000 5:43:00 PM
From: Chung Lee	Read Replies (2) \| Respond to of 164684

Congrats to you and John on AMD blow out earnings, I sold mine in the mid 50s, thought about shorting it in the high 70s but didn't, hope it would boost tech a little, you think it will impact INTC negatively?

To: GST who wrote (100203)	4/12/2000 6:42:00 PM
From: Si_Detective	Read Replies (1) \| Respond to of 164684

GST, Sandisk(SNDK) should have a blow out quarter too. It's in flash memory. SSTI is in flash too. But I like SNDK better because it invested in fab 2-3 years ago to secure wafer capacity and it turns out to be a brilliant investment, very much the same idea I like MU, except SNDK has long list of patents portfolio.