Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Ausdauer who wrote (15141)	9/28/2000 4:15:49 PM
From: Steve 667	Read Replies (2) \| Respond to of 60323

Aus, regarding your comments on C.A.P First not everybody has a copy of Jeffy Moore's book sitting on their trading desk. Of those that do, even fewer have been able to get through it. Of those that have gotten through it, even fewer understand it. Certainly not many of those stock analysts that have a hard time finding two brain cells to rub together. Of those that understand it, even fewer agree on which companies are gorillas and which are monkeys. Of those that agree on what companies are in which group, even fewer are able to figure C.A.P. for one stock, let alone two. Of those that are able to figure C.A.P. even fewer will understand it enough to figure it correctly. Of those who are able to figure C.A.P. correctly, even fewer will be able to do the extrapolations to get the correct numbers to use in the calculations to do the figuring. Numbers such as length of the category life for each particular technology involved. Of those that are able to do the initial extrapolations, even fewer will be able to do them correctly. Now the perhaps 3 investors in Nasdaq land will get to the last step. (You are most likely one of them.) Of those 3, no 2 of the 3 will have the same answer. But by the time you do, multiples will have changed anyway given volatility these days. Me..., I get stuck around step 4 or 5. As for SSTI, it seems with all their super flash patents and ability to change products fast and more economically than competition (because of their patents), they are in a position to grow just like a real gorilla or at least a monkey on steroids. (tornado time) How long, ah yes that is the question? But so far it looks good. Sandisk has a different footprint as you stated, but a tornado never the less. OK - topic change. I have read here that a judge has ruled that Lexar has in fact infringed on SNDK patent/patents. If so, it irritates and puzzles me that SNDK is unable to get an injunction against Lexar to stop sales of offending products until the upcoming court trial. Lexar has been selling these for a couple of years now, and has no doubt spent most of their ill gotten money. Doesn't do much good to win a judgement if there is nothing left in the coffers to collect. Comments welcome. Steve 667