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To: Ausdauer who wrote (11292)5/21/2000 1:34:00 PM
From: Zakrosian  Read Replies (3) | Respond to of 60323
 
Ausdauer - With all due respect, I believe many of us who are reading this thread don't feel that the discussion between Zeev and Larry constitutes clutter. While I agree that the fundamental issues are of the greatest importance, and what you've presented over the past several hundred posts convinces me of the great potential of SNDK, the timing of when to buy is also critical. Had it not been for Zeev's prediction of a May decline, I might very well have bought SNDK when it looked like a terrific bargain at a 50% discount from its high.
Now, based on their discussion, it looks like a price in the 40's is quite possible.



To: Ausdauer who wrote (11292)5/21/2000 3:45:00 PM
From: TREND1  Read Replies (1) | Respond to of 60323
 
aus
sure ! Bye !
Larry Dudash



To: Ausdauer who wrote (11292)5/21/2000 4:38:00 PM
From: Zeev Hed  Read Replies (3) | Respond to of 60323
 
Aus, Larry is one of the best statistical analysts of the semiconductor scene I know on SI, his analysis is absolutely free of the day to day emotions, I think that it will be an asset to keep him on this thread, if the rest of the thread agrees with your bossing him out, it is fine with me, I will quit posting here as well, and say as Larry did, Bye!. I don't mind since I can always exchange points of view with Larry on the micron thread.

Good luck to all, and bye.

Zeev



To: Ausdauer who wrote (11292)5/21/2000 6:11:00 PM
From: rfisher  Read Replies (1) | Respond to of 60323
 
Aus, you have absolutely no right to be correcting Dr. Hed (yep, Zeev has the academic qualifications to be refereed to as "Dr".). Zeev for years has gone out of his way to be helpful and instructive to "normal" people like me and is greatly respected. Bottom line is that you are picking on the wrong guy. Now say you are sorry.

The coming week is not for the faint hearted. I am glad that I am 100% cash. Who would have ever have guessed that SNDK would be at 57 7/8 at close on Friday? Wow, Zeev picked up 30+ points on SNDK in a day or two last month when he bought at 73. Yikes!



To: Ausdauer who wrote (11292)5/21/2000 7:11:00 PM
From: Starlight  Respond to of 60323
 
I think some basic views of the "whole picture" are important in understanding where the market is going. I don't find Larry and Zeev's posts "clutter". Now the panda posts --- that's something else . . .<g>

Betty



To: Ausdauer who wrote (11292)5/22/2000 5:29:00 AM
From: Tumbleweed  Read Replies (2) | Respond to of 60323
 
Sorry Aus,
I find Larry and Zeev's interjections of value and dont want them to leave. Nothing personal, JMHO.
Joe