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Re: Zeev Hed post# 264106

Wednesday, 06/30/2004 10:22:25 PM

Wednesday, June 30, 2004 10:22:25 PM

Post# of 704044
Zeev, I know you said yesterday that SNDK has bad news ahead of it like LEXR just reported, but SNDK's abrupt and surprise lowering of prices at the beginning of the quarter was the cause of LEXR's bad quarter. One hopes that Eli is smart enough to build the proper expectations in the street based on his own lowering of prices (and I believe this is so, having watched him operate now for since about 1997).

So what if SNDK actually manages to report a quarter that is either at or perhaps even modestly above expectations? Do you think that Mr. Market will punish the stock again, as it has in the past 3 quarters after reporting stellar quarters?

I know you don't "know" (nor do I, obviously).<ng> Just asking for a "best guess."

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