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To: limtex who wrote (24297)	12/16/2003 1:13:22 PM
From: KeepItSimple	Read Replies (2) \| Respond to of 60323

Has Art killed himself yet? Still in denial? I hate to say I told you so, but I told you so. When will you bubble-heads ever learn? I think the answer is NEVER, otherwise bubbles wouldn't continue to happen over and over throughout history. This pig is going down another 20 points, and I'll be right there shorting like I have for the previous 10 points.

To: limtex who wrote (24297)	12/17/2003 9:46:11 AM
From: Ausdauer	Respond to of 60323

"everone and his grandomther is now into manufacturing NAND and that there will a be a glut next year..." TOTAL CRAP!!! Limtex, I am with you 110% on this. My fear is that there are probably a lot of Taiwanese engineers who have learned many of SNDK's secrets during the UMC days and competitors can circumvent some of the initial R&D. SNDK will need to double its legal team to protect the IP and then hope that the patents can be enforced. Hopefully Samsung and Toshiba will go after newcomers in a similar fashion. At this point it seems like the Saturday press release by the new Investor Relations hire was a signal that the stock was about to tank. These press releases reiterating SNDK's potential and optimistic views for the near-term have ALWAYS been counterproductive. You can never completely veil the undertone of desperation. Didn't they give her a "SNDK 101" primer before she started working there??? Aus