Zeev's Turnips Patch-No Politics (ZEEV)

[goodluck]

Do you (anyone else) know how difficult it would be for MU to convert their DRAM production lines to flash? Surely they aren't simply interchangeable, are they? The only question I see about SNDK is the viability of competition from companies like MU and STM next year. This year is virtually a slam dunk, presuming of course that the economy doesn't completely tank for some reason (not impossible).

About time SNDK reacts well to a super report. I think the last two or three down reactions conditioned people to expect the same this time, so they didn't have a runup prior to the report. Plus plenty of people have sold it, not just short but sold out their long positions, so it is, IMO, very oversold, given their fundamentals and the state of flash memory right now in the marketplace--unlike tcom, still booming after all these years, with new applications opening up and old ones far from saturated.

For tomorrow, I would expect a GnC, but at least a challenge of 25 by Fri, and over it next week. Then again, I've been known to engage in wishful thinking on this stock (not others, of course<ng>) before.