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


To: Apollo who wrote (39719)2/25/2001 11:28:08 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Apollo,

That's a very well written letter. I doubt that Art will get many answers specific enough to be helpful. But I'm troubled that SanDisk has been ignoring him for weeks. All they have to do is simply say, "Sorry, but our policy is that we don't comment on that."

I'd enjoy seeing comments about Art's assertion that SanDisk is failing to comply with the Securities Act of 1934.

--Mike Buckley



To: Apollo who wrote (39719)2/25/2001 5:05:03 PM
From: tripperd2  Read Replies (2) | Respond to of 54805
 
Thanks Apollo for the Sandisk info. I no longer follow the board since I sold my position at a loss a month ago. It was precisely the issues that Art brings up that had me sell. I could not get a handle on the company-felt much more comfortable with NTAP, which I put the money in. For myself,technically challenged and "balance sheet challenged", sticking to a much more narrow interpretation of gorilla gaming as outlined in the manual is much easier and far less time consuming. Truthfully I don't think I will ever be able to dissect a balance sheet like Mike Buckley, understand a soft handoff or what the hell WAFL really means. Nor do I have a clue how to time the market. Consequently, with the help of this thread I will stay 90% in Gorillas and Kings. The last couple of months have been tough on all of us-hope none of the thread elders such as yourself are feeling guilty about the fall of our G&Ks. I made all decisions myself, and really appreciate the hard work that you, uf, DS, Thomas, tekboy and others put into maintaining this wonderful place and hope someday to meet some of you.
Trip@soyouwannabeamillionaire?not