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To: john david martin who wrote (1862)11/28/1997 6:04:00 PM
From: limtex  Respond to of 60323
 
john -

Thanks I can now have a more relaxed weekend. I thought the fundamentals for SNDK were great and retain that confidence but the last couple of days have been quite frankly ....dissapointing.

Thanks again



To: john david martin who wrote (1862)11/29/1997 9:18:00 AM
From: Jim Lurgio  Respond to of 60323
 
In a interview with the CEO of Dell computer last week on CNBC he was asked how this problem in Asia would affect his company. He said with Japan accounting for only 6 % of Dell's sales but much of the components being made there it would be a dollar advantage to the company. In other words Dells components will get cheaper. Seems SNDK will also have this advantage on products made over seas.


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