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Technology Stocks : Sirius Satellite Radio (SIRI) -- Ignore unavailable to you. Want to Upgrade?

To: HEXonX who wrote (5398)	10/23/2006 11:16:00 AM
From: i-node	Read Replies (1) \| Respond to of 8420

>>> don't tell me you read Cramers book and watch "Mad Money" I can assure you I did neither. I tried to watch his show the first couple weeks and my wife vetoed it. Too much shouting. But GLW and SNDK are both excellent stocks. GLW is an excellently-managed, well-diversified company in businesses that are going to be strong for a number of years going forward. I was lucky enough to have bought a lot of shares and LEAPs when it bottomed a few years ago and have done very well rolling the LEAPs up and out. With over half of the worldwide capacity for flat-screen LCD glass the future is bright. SNDK is being hammered right now due solely to analysts not understanding where that business is heading. While they are concerned about the price-per-megabyte dropping, they don't see that as densities continue to expand these devices have the potential to decimate the businesses of companies like Maxtor & WD, in addition to the smaller flash applications we see today. While the 32GB flash-based drives available today are small and expensive, as prices drop demand will soar. The need for .75TB drives Maxtor is building now is extremely limited, and with the addition of perpendicular recording these electro-mechanical devices become even more complex. Solid state is where its at. If I wasn't already up to my neck in both I would be buying more right now.