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To: Greg h2o who wrote (13034)	7/18/2000 8:19:10 PM
From: Artslaw	Respond to of 60323

SNDK recovered somewhat from the 66 5/8 close to 70 afterhours, likely on SSTI's results (and a little INTC action). We'll see how she handles before earnings. Perhaps someone thought the earnings were today and were already selling on the news. . . 1. 19:50:46.19: 100 at 70.0000 2. 19:37:02.96: 160 at 70.0000 3. 19:09:28.64: 49 at 68.0000 4. 18:46:12.87: 53 at 70.0000 5. 18:45:46.27: 40 at 68.7500 6. 18:26:54.19: 5 at 69.2500 7. 18:22:58.35: 45 at 68.6875 8. 18:22:49.13: 48 at 69.0000 9. 18:22:30.41: 20 at 69.0000 10. 18:19:51.28: 182 at 69.0000 11. 18:13:37.40: 900 at 69.0000 12. 18:12:43.07: 150 at 69.0000 13. 18:12:10.46: 50 at 69.0000 14. 18:10:12.51: 200 at 69.0000 15. 18:07:26.13: 255 at 68.6875 16. 18:07:26.13: 25 at 69.0000 17. 18:07:26.13: 20 at 69.0000 18. 17:25:42.15: 118 at 69.9375 19. 17:25:42.15: 72 at 69.8750 20. 17:21:18.57: 28 at 69.0000

To: Greg h2o who wrote (13034)	7/19/2000 10:18:12 AM
From: Art Bechhoefer	Read Replies (6) \| Respond to of 60323

Does anyone have any insight into why SNDK dropped this morning? It traded near 63 during the first half hour. Could this be another buying opportunity? The only negatives that I see out there apply more generally to tech stocks. The Microsoft earnings report was nothing to write home about, even though it exceeded expectations. What may have turned off investors were comments that there seemed to be a weakening in PC sales, which of course would impact MSFT heavily. I also saw reports on QUALCOMM, which were quite negative, and which did not give a balanced picture of the potential for the stock. The institutional spin on QCOM resembles that for SNDK as well: "OK, so earnings may be very good for the quarter just completed, but wait and see about the slowdown in the next quarter." In other words, what they're really saying is that their earlier pessimism didn't pan out for SNDK and QCOM, but maybe it will in the current quarter. Hogwash!