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punkle

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punkle

Re: conelda post# 263520

Wednesday, 06/30/2004 1:48:11 PM

Wednesday, June 30, 2004 1:48:11 PM

Post# of 704019
I think the price points of these products may come down so much that the multiples of SNDK, LEXR, and OVTI may not be able to be justified as top-line revenue slows, even if they continue to be the leaders in their respective categories. The "company you keep" scenario comes into play after LEXR significantly reduced their top-line. That scares me and I don't want to take the risk that it rubs off on SNDK.
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