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To: Ausdauer who wrote (4010)	12/3/1998 10:38:00 PM
From: Daniel Joo	Respond to of 60323

Ausdauer, IMO, this month should be interesting. A lot of funds are holding cash with recommendations of 50-60% stock allocations. Also, money flow to money markets are increasing. People are waiting on the sidelines which to me means an excellent opportunity to find and invest in solid companies like SNDK before the herd comes and finds us. It's already starting with the recent article in the WSJ. I'm tracking major U.S. banks, front-office ERP software companies, telecommunication equipment manufacturers, and more recently, anything to do with cable has peaked my interest. Who will win the war that lays the infrastructure worldwide to bring us the internet and new communication technologies - fiber optics, cable, satellites? Who knows for sure - the winners are the companies that supply the equipment to lay the infrastructure whether it be cable, optics or satellites. Like Abby Cohen says, certain industries' earnings will grow up to 50% while others will decline by up to 40%. Interesting to see how market reacts to old stalwarts reporting declining earnings. 1999 will be an exciting year (good and bad) for us investors. IMHO, SNDK will grow closer to 50%. Sorry about pontificating.