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To: TREND1 who wrote (12607)7/6/2000 1:54:49 PM
From: Michael Kim  Read Replies (1) | Respond to of 60323
 
Larry, I hope that there have been enough fundamental changes to the CF market and SNDK in particular to avoid a repeat of your TA. Back in 1998, we still had digital cameras in a phase I growth stage (infancy), we didn't have the Palm agreement, we didn't have MP3's, etc., etc.

IMO, fundamentals shape the TA.