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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (186)	5/14/2000 3:40:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 194

Paul, I made very little money on Seagate. I initially bought late last Summer at around $26, sold a short time later to acquire more SanDisk after the earthquake, bought back SEG in the mid-30's and low $40's, then held on too long after the merger announcement. Liquidating the holdings in SanDisk convinced me to sell at around $49.00/share. I see no wisdom whatsoever in that move. Regarding ALSC I have posted the following... Message 13595649 Message 13592173 ALSC is perhaps the only semiconductor company producing SRAM/DRAM and Flash who have excess fab capacity sitting idle or bartered to others. They are the single largest private shareholders in UMC and Dan Reddy is on the UMC BOD. My biggest fears are concentration of investment in Taiwan and the puzzling delay in bringing up flash. This is a clear value play on a company with a profitable core business (in a stable pricing environment) and a CEO with an uncanny knack for venture capitalism. Ausdauer