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Re: conelda post# 179417

Tuesday, 12/09/2003 4:47:17 PM

Tuesday, December 09, 2003 4:47:17 PM

Post# of 704049
These are completely different outfits, SNDK may have a run rate of $.70/share/q quarter or possibly "visibility of $3/share in the next four quarters, that is a PE of 20, very rational when rates are at 5% and the company is growing rapidly. $95 might be conservative. NVEC is a pure hype play and it is more a dynamics of supply and demand (very little, relatively supply of stock) in a hype company. If $47 holds on a closing basis, $65 surely could happen, mind you, we have already printed above $60 on NVEC, so for the purpose of that Oct 4 post, we have gotten pretty close (just as we did ith Cell).

AZH

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