I have some SNDK (and INTC), so unless I get a real bargain on LEXR (and AMD), I am not going to jump on these two here. I think AMD is a pretty good bet here (ZRAN might as well). I am already pretty close to just 20% cash, so I got to chose my target carefully here. I am still waiting for bargains in the like of ADBE, PNRA, LSCP etc. I got to leave some dry powder for those....