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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: Will Lyons who wrote (151)	5/3/1999 10:15:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 194

Well, if you put it in the context of PSEM or SDK, all I can say is I always pick the wrong one -g-. I'm partial to SDK because they've been around a while, have 8700 employees, do $2B in rev. and maybe are getting kicked around by EMC. And just maybe, they've got resources to come back. PSEM, a little dink company-- but also might be okay. I think one has to know much more about its products and its competitors. (With STK, its financials indicate an undervalued co. -- IMO of course.) Also, I'm leery --- that's maybe just me -- about investing in such small companies like PSEM started up by people who seem to be primarily engineers, esp. if they seem overtly or exclusively technical, and so perhaps lacking in management skills. Although, at current price, PSEM just might be a reasonable bet and might work out very well. I just don't know. JMO.