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To: Don Hess who wrote (11468)	5/24/2000 9:48:00 PM
From: Starlight	Respond to of 60323

>>>or to any hidden, magic, lost-secrets-of-Fatima statistical crap that some see in charts just as others see blood pour from the eyes of a virgin Mary Jello mold.<<< Gee, Don, does this mean you wouldn't be interested in my astrological reading of SNDK's chart either???<G> Frankly, I thought your original abrasive post was rather amusing, and this follow-up is downright hilarious! Yes, SNDK's a good buy right now, and as I've mentioned - I bought today. Betty

To: Don Hess who wrote (11468)	5/24/2000 9:58:00 PM
From: Art Bechhoefer	Respond to of 60323

Only one suggested correction, Don. It's not a matter of waiting six months. More like six weeks, or even three weeks.

To: Don Hess who wrote (11468)	5/24/2000 10:52:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 60323

Don, no silence from me, and while I am long SNDK right now, if you want to hold it for more than six months without touching it, you may have to contend with a possible trend of "revaluation" in the market. There is, IMHO, a non zero probability that we are in the first stages of a bear market for the semi in general. If indeed the stock prices (not shipments and profits) has peaked, then the main direction may be down, and at the bottom of the cycle, you often find fine companies with earning potential just like that of SNDK selling at only 20 times trailing earnings. If indeed such a period is ahead of us, and using my estimate for the next fiscal year of $1.50, I could see a cycle bottom in SNDK between $20 and $30 (depending when that cycle bottom occurs and how severe is the downside of the cycle). That is how bear markets work unfortunately. Currently, I believe that we have set the bottom of the current leg of this decline and could look at a potential doubling from the low set today within the next few months. Unfortunately, it will not be a straight line and after probing the $60' or so, I fear that another relapse may occur. This fear, for me, is a good enough reason not to be married to this or any other stock for six months Zeev

To: Don Hess who wrote (11468)	5/24/2000 11:40:00 PM
From: Paul Senior	Respond to of 60323

Don Hess: re: "come up with a reason that SNDK isn't a good buy right now", For the reason that in a declining general market as we are seeing now, just because SNDK is in a category of 'good buy', that does not mean one should buy it. Thus, we have you as an example: SNDK may have been a good buy today, but you yourself would not step up to buy it at today's prices. (You wanted 41.) And why not. The stock's dropping every day it seems. Good as a buy might be, it gets to be a better buy tomorrow. Plus, buyers don't need to be confined to SNDK. In a down market, everyone ought to be able come up with several 'good buys'. It's then about picking the best buy among the potential candidates. And finally, one reason SNDK isn't a good buy now is because... the markets are closed..... -gg- Paul, yes, agree with Elizabeth. Your posts really are good when you have an opinion. And we need (well, I need) some positives and some humor these days. Thanks.

To: Don Hess who wrote (11468)	5/25/2000 8:53:00 AM
From: Greg h2o	Respond to of 60323

<< I defy anyone, technical, value-oriented, long term or short term investor, name your flavor, to come up with a reason that SNDK isn't a good buy right now if you have no need for cash for at least six months.>> first, let me state i'm long a 1/2 position in SNDK. now, the rebuttal is quite simple. the six month time frame for owning ANY stock and basically calling it a "slam dunk" is a mistake. why? well, how many "slam dunks" have been missed by both novice and pro players? there's absolutely no way to compare a six month investment in cash to any stock... including SNDK. if ANYONE came to me and stated they need the cash in six months, i'd immediately advise them to hold cash instruments.

To: Don Hess who wrote (11468)	5/25/2000 6:07:00 PM
From: Steve 667	Read Replies (2) \| Respond to of 60323

I defy anyone, technical, value-oriented, long term or short term investor, name your flavor, to come up with a reason that SNDK isn't a good buy right now if you have no need for cash for at least six months......To argue against this is impossible. The very simple reason that between now and October we will see the price of SNDK stock much lower than the present levels. Then it will be an even better buy and you will be able to buy much more of it. With any luck, it will get down to $8, which is more than triple the price in October two years ago, considering the split. Then you will have the second buying opportunity of a lifetime. At that time, buy all you can! .... See the impossible. Steve 667 * "On the other hand, you have different fingers."