Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

10:08 SEMIX We would keep SNDK ($60.47, -0.38) on the radar as a long in today's trading...

We note our comments this morning about any concerns over NAND pricing to be short lived as the DRAMeXchange comment reflects past pricing and does not provide current trends heading into the latter half of the year. We also note the consumer being a central focus point for investors heading into the latter half of the year. Given SNDK strong exposure to the consumer and favorable sellside sentiemnt going into the co's earnings this week, we believe any weakness will serve as an attractive entry point for the stock.