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To: Art Bechhoefer who wrote (19976)	4/5/2001 10:35:30 AM
From: John Trader	Respond to of 60323

Thanks Art, Great post. This is what is wonderful about SI, people with a common goal, various minds working to help each other figure things out, though not always the same opinion. I am starting to dig into SNDK here, and so far I am finding nothing that worries me a lot. I did the same thing with AMAT a while back, starting around last December, I got more and more convinced it was a good time to buy then. Only then I did not execute enough on that idea, and later the Wall Street pros started recommending the stock. Amat went up or held while other techs crashed. I lost my ability to convert from some of them to AMAT, when they were at higher prices. Do I have another opportunity here with SNDK? I am starting to think so. Don't want to have too much in one stock, but I am thinking this one may be as safe as some of the big cap tech stocks long term, but yet have much more upside. Still thinking though. I am not looking for another increase of about 40 times like we had from the last low to the peak, but like the Barrons article said a double or triple in a couple of years is quite possible. One more thing. On Yahoo QCOM news there is an analyst recording on which companies have the most China risk. Clothing retailers were at the top of the list. Qcom next, because of deal with China. Only techs mentioned were Dell and MU, he said some risk to these, but he did not emphasize it. John

To: Art Bechhoefer who wrote (19976)	4/5/2001 2:01:25 PM
From: Dave	Respond to of 60323

Art, ...you have young, inexperienced portfolio managers (they got the job because they work for less)... I think that may be part of it, but during the mania, their pay was insignificant compared to the gains they could make by simply being herd animals and buying whatever the talking heads were touting each day. That's why the young brash throw-value-to-the-wind Wall Street brat pack was able to push the old-school stodgy number-crunching analytical fogeys aside. Brilliant investors like Soros were impotent during the mania because smart strategic investment was not the winning style. Dave