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

To: Apollo who wrote (26926)	6/27/2000 7:49:00 PM
From: gdichaz	Read Replies (3) \| Respond to of 54805

Apollo: Agree that the reception to Sandisk here has been somewhat less than cheers and applause (certainly when Ausdauer went to all the effort he did to present his case - IMO one of the best ever here - silence was what I heard.) But I thought his presentation interesting and worth following up on, so I did. The more I learned and thought about the pervasiveness of the opportunity Sandisk had, the more it seemed worth considering. So I did my DD and bought. The beauty of it was the obvious opportunity for multiple tornados. But there was no clear case for gorilla status. So in GG terms, there was reason to wait. What is interesting now is that there seems to be a consensus building that Sandisk may be a gorilla with a minimum of one tornado and probably two - photos and music. The multiple opportunities for removable storage in a postage stamp size for photography, music, wireless phones and handhelds all seem clear. The only question is will SNDK supply the essential "form factors". Not a slam dunk, but a good bet. Best. Cha2

To: Apollo who wrote (26926)	6/28/2000 6:56:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Sir Apollo, congratulations on yet another Cool Post of the Day. You do the G&K thread great credit. siliconinvestor.com (see Sandisk: One gorilla and two tornadoes) uf

To: Apollo who wrote (26926)	6/28/2000 9:56:00 PM
From: Eric L	Respond to of 54805

Apollo, ... and the Cool Post of the Day award goes to: Apollo ... for amplifying Tekboy's almost cool comments. Conratulations on bringing this honor to the thread. - Eric -

To: Apollo who wrote (26926)	6/29/2000 7:37:00 AM
From: im a survivor	Read Replies (2) \| Respond to of 54805

Read yourpost on SNDK. Makes alot od sense. Maybe you can calrify the recent two week downdrift. Naz has looked strong....meanwhile My SNDK Oct 100's have gone from $10+ to less then $3, and the chart still looks awful. Do I bag these babies now and take a huge loss or do I gamble and hold for awhilelonger hoping SNDK recovers somewhat. The thing that concerns me most is NOW is the time for NAZ to run. In Aug. It could get ugly.....so what to do....what to do ????? All opinions welcome. Keith