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

To: Jurgis Bekepuris who wrote (54715)	6/15/2004 1:19:58 PM
From: Bridge Player	Read Replies (2) \| Respond to of 54805

It is most unfortunate that many of the others that you did not mention don't post here anymore, on the original unmonitored thread, where we at least get differing opinions. Lets stimulate some discussion. Unless there are serious problems with the fundamentals that are not particularly visible (I am aware of the downgrades, the margin pressures, the new fab, etc), I think Sandisk is a buy here. As a (the?) major player in their industry, with recent and probable future growth rates to kill for, strong cash flow, and a quite reasonable P/E vs growth rate, what's not to like? Any comments pro or con?