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To: Ausdauer who wrote (18487)1/24/2001 6:51:00 PM
From: Road Walker  Respond to of 60323
 
Earned $1.30 a share in 2000. TTM PE is 27.7, per after hours trades. Is that a good deal?

John



To: Ausdauer who wrote (18487)1/24/2001 6:56:49 PM
From: Dave Gore  Read Replies (1) | Respond to of 60323
 
Ausdauer, I am not sure they did. Remember it is always dangerous when a stock has run up 60% in the few weeks just prior to earnings. A lot of people sold immediately when they sought to protect their large profits when the outlook was not so good. You can't blame them really as they bought low and then moved their money to a stock with a better immediate outlook. There isn't a lof of long term love anymore. In fact, investors are for the most part having very short affairs due to the uncertainties. I don't like it, but I have learned to deal with it.

I bought ELNT at $21 last month and was long gone before it hit $55 unfortunately, but there was no way I was going to hold through earnings. I bought some EXDS at $15 and no way I was going to hold through earnings today (it closed at $28+ and now is around $26 after earnings). I also bought FDRY at 10-1/4 and sold way before earnings today. Stock is at $23 or so now. MORAL: if you buy early, you don't have to risk a whole lot to make a profit. It takes guts and DD but the reward to risk ratio is a lot higher.

Good luck,
DAVE



To: Ausdauer who wrote (18487)1/26/2001 1:15:56 AM
From: Binx Bolling  Respond to of 60323
 
Did the conference call specifically talk about the loss of OEM sales as it related to Cameras, or was the problem with
the Telecom market.

At one point, the Telecom/Industrial market made up 30% of SNDK sales.

How has that ratio changed?

Customers such as Cisco have anounced Flash purchasing agreements with AMD.

Customers such as Lucent are laying off over 10,000 employees.