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

To: Apollo who wrote (1008)	7/15/2004 10:14:15 AM
From: tinkershaw	Respond to of 2955

Hey, SNDK up big today on somewhat better than expected results. The results were good, but nowhere good enough to justify 25% plus stock appreciation. Meaning, from Tinker deciphering, that company's in the SOX such as SNDK, OVTI, IRF, et al., whose share price is being dumped do to concerns about the semi cycle having peaked, are springs ready to jump once they can demonstrate business as usual and that word of their demise has been exaggerated. This could be OVTI at their next earnings report. But I just don't know. But if OVTI reports good forward looking business, I would not be surprised to see the same sort of jump. Tinker

To: Apollo who wrote (1008)	7/17/2004 1:45:37 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 2955

Apollo, Mike Buckley had good questions about the the film legacy and its remaining endurance. I don't remember anything about that but I'm ashamed to admit that I finally succumbed to pressure from Frank and bought a digital camera. :) I will continue to use my film-based camera for important photography for very special reasons that would apply at most to 0.1% of photographers. Qcom is the CDMA gorilla, and will someday become the gorilla of wireless communications, I hope. I could be completely wrong, but I still don't have any reason to think there will be a Gorilla of wireless communications. As for it being the CDMA Gorilla, I still think that's true only with regard to the CDMA architectures that are proprietary and open. --Mike Buckley