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To: GST who wrote (136790)1/9/2002 7:31:24 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 164685
 
>> What do you think about sndk?

You really like sndk, don't you. I've not changed my mind about liking atml better. But re sndk, They have a lot of cash, low debt, and solid state memory storage is getting into new applications. What I can't figure out is why they lost so much money in the Sept Q. Since they sell an expendable consumer item. Maybe that was a fluke, and Q4, then Q1 will be strong ?

For sure they made money last year. So what changed ? I think competition (from Koreans, Japanese ?). Also I don't know how much technological edge they have in their research and development.

So there is too much unknown for me in sndk, which is why I got out of it.



To: GST who wrote (136790)1/9/2002 5:45:00 PM
From: fedhead  Read Replies (2) | Respond to of 164685
 
OVTI might be a better play on digital cameras. Hitting new highs as opposed to SNDK which is mired in tons of overhead
supply.

Anindo