The Round Table: A work by the squares of the SNDK thread.

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Strategies & Market Trends
The Round Table: A work by the squares of the SNDK thread.

An SI Board Since February 1999

Posts	SubjectMarks	Bans
194	4	0

Emcee: Ausdauer	Type: Unmoderated

Introduction Compact

This forum was constructed by participants of the Silicon Investor SanDisk (SNDK) Thread who wished to establish a second discussion "round table" whereby thoughtful discourse of investment strategy and emerging investment opportunities could be openly discussed.

By participating in The Round Table one voluntarily consents to adhere to unwritten rules of common courtesy in posting and responding to posts of other members of the thread.

The founding posts to the thread will help to establish the tenor of discussion to follow. Participants will be expected to give a general overview of their investment strategy, experiences to date and related information. Subsequent discussion of individual stocks should strive to conform to one of several types of posts (see below).

Informative Post(IP): a statement of factual information such as a press release, published financial records, or other verifiable, public information pertinent to an investment topic/stock. A brief summary of the relevance of the post or posted links should accompany any IP.

Personal Viewpoint (PV): a statement of an opinion regarding facets of an investment topic/corporation which may be reasonably surmised based on personal experience, observations or objective data.

Reply (R): a statement made in response to a post. In general, the content of a reply should be commensurate with the veracity, content, and objectivity of the original post.

No Hyping
No Slamming
No Hidden Agendas

Best Wishes to All,

Ausdauer

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
194	Just for the heck of it: finance.yahoo.com And EK would look very good in comp	Paul Senior	-	2/28/2001
193	Jay, how about EK for a hedge against SNDK? -g- Paul S.	Paul Senior	-	9/29/2000
192	Yes, maybe complimentary play. Here're quotes from part of the NY Times art	Paul Senior	-	9/23/2000
191	Paul, if you mean <i>hedge</i> as in offsetting some of the risk of	orkrious	-	9/23/2000
190	Anyone here following National Semi. at current price and given NSM's associ	Paul Senior	-	9/22/2000
189	Anyone following IOM at current price and given their new PocketZip(TM)? Could	Paul Senior	-	8/31/2000
188	Mr. Buffett's latest buys according to Reuters: biz.yahoo.com fwiw.	Paul Senior	-	8/15/2000
187	Paul, I made very little money on Seagate. I initially bought late last Summe	Ausdauer	-	5/14/2000
186	Anybody here following Alliance Semiconductor (ALSC). Mentioned by Aus. Als	Paul Senior	-	5/14/2000
185	Don, Re XML. Try WebMethods. There is a thread here. Their shares are pricy th	Tumbleweed	-	3/25/2000
184	Thread (if there still is one): The hottest thing going in Internet programmin	Don Hess	-	3/24/2000
183	Affirmative, Joe. I also like SEG for the same reasons as stated in the link.	Paul Senior	-	3/11/2000
182	Seagate; Started looking at this based on their apparent recent trades in Sand	Tumbleweed	-	3/11/2000
181	Based on Jay Dreifus's SNDK post, I've begun following Sanyo (SANYY).	Paul Senior	-	3/10/2000
180	Roger, Xybernaut(R) Patent Solves Challenge of Mobile Device Convergence; '	rll	-	3/1/2000
179	Anyone here looking at XIRC as an investment? Mentioned today by Binx Bolling	Paul Senior	-	2/24/2000
178	Don, I hope there isn't a vine-2-K or a wine-2-K problem. Ausdauer	Ausdauer	-	10/12/1999
177	But what if vintage 1998 Korbel turns out to be 1898 vinegar? Skoal!	Don Hess	-	10/11/1999
176	Don, I am being forced to guzzle champagne endlessly. That will be a night I	Ausdauer	-	10/11/1999
175	Off Topic, but then isn't everything here? I have been informed by my empl	Don Hess	-	10/11/1999
174	Bill, I have been caught up in the SNDK tumble and have not fulfilled my promi	Ausdauer	-	10/11/1999
173	Aus Thanx for looking at SSW. You have pointed out some danger signals to me.	Bill Zeman	-	10/11/1999
172	Joe Regarding SSW Y2K problems, some say yes. Some say no. The company itself	Bill Zeman	-	10/11/1999
171	Bill, We passed the half-year mark and I also believe it is time to review som	Ausdauer	-	9/7/1999
170	RE SSW, are they being affected by Y2k problems re lack of revenue? (in common	Tumbleweed	-	9/7/1999

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