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

To: Apollo who wrote (44134)	7/5/2001 1:15:52 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Apollo, I've been following all of the discussions in the SanDisk folder. The reason I didn't get much out of Art's response to you regarding the relative risk of SanDisk is because his thinking about risk isn't framed within the context of Gorilla Gaming. For me, GGaming provides the most compelling assessment of risk, with the exception of course that it doesn't address stock valuation. I still haven't seen anything that indicates that SanDisk's competitive position has benefitted from the tornado that's about a year old. Contrast that with Qualcomm and Siebel, as examples, that seem to have benefited from their respective tornados. For me, that implies a significant risk in owning SanDisk and is the reason I decided to sell my shares. By the way, it's nothing more than a coincidence but I sold them today. I took a close look at all the technical indicators and decided that today was the day to sell. :) --Mike Buckley