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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: Bill Zeman who wrote (117)	4/10/1999 12:08:00 PM
From: phoenix	Read Replies (1) \| Respond to of 194

Bill, I did not sell any of my IDTC, but expect some profit taking after the huge run-up. It would not surprise me if the numbers played out as you estimated. Question I have for you, did you follow the same strategy with SNDK. After selling some after the run-up, have you purchased more in the last two days? Just curious, because I promised myself that I would pick up some SNDK at 20 when I sold 1/2 last month. I'm still contemplating here whether to put in an order at 18 or 19. Roger P.S. Thanks again for the IDTC tip.

To: Bill Zeman who wrote (117)	4/24/1999 6:37:00 AM
From: Ausdauer	Respond to of 194

Bill, Paul, Roger, Don, Sam and others, I feel like an idiot for not concentrating on this thread and spending a bit less time on SNDK. SNDK is my biggest holding right now and I got a bit preoccupied with earnings, the conference call, the proxy votes (although I am planning on going to the Shareholder's meeting), the Lexar announcement and the recent flurry of press releases. I am a bit too methodical to just jump into some of the stocks you all have mentioned here. You have picked some big winners, but I am shocked as to the variety of companies which are discussed. From rusty old steel manufacturers to internet holding companies. From grocery chains to telecom IPO's. I mean, the diversity is breathtaking. I plan to make a few individual posts today to settle some unsettling thoughts. I am duly impressed with the stock selection on this thread. You guys are a tough act to follow. Ausdauer