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

To: straight life who wrote (23294)	4/23/2000 12:09:00 AM
From: tekboy	Respond to of 54805

interesting. I flirted with investing in SNDK last fall, based on a similar rationale, especially when it dipped into the forties after the earthquake, etc. Eventually stayed away because I couldn't get a good handle on their long-term competitive advantage, especially compared to some of my other holdings and potential holdings. Put my pebble dollars in Cree instead (and my buddy's IP telephony company). But it seems SanDisk might be worth another look down the road, should I ever again have any cash to invest with... Feel free to keep us informed about its progress and prospects... tekboy/Ares@somanycompanies,solittlemargin.com