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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: jkb who wrote (1737)11/20/1997 3:25:00 PM
From: Mike Winn  Read Replies (1) | Respond to of 60323
 
Jay,

I recognize you from the CHKPF thread, a respectful thread I may say. You and Ed have joined SNDK, so we must have a winner here :)))

H&Q has brought to the market some very good IPOs in the past, among them are Netscape and Apple Computer. There is a hype part and then there is a good research part for H&Q. I think H&Q was the underwriter for Rambus. Rambus is an innovative company that came up with a method to speed up RAM access, so it deserves some good evaluation and the stock should be worth, may be $30. But $100/share is definitively hype. You can play both long and short on H&Q stocks. You buy long when H&Q just discovers a company, and then you short when they start hyping.

Btw, the CEOs of AOL and H&Q are brothers.

QNTM is too undervalued, so it deserves to bounce back.

Mike.