Zeev, what changed your mind on SNDK? Where did you pick it up? (sorry, I know you post all of your new positions .... I missed this one. ) -thought you wouldn't pick it up before it dipped to the 12 area:
BTW, do you follow FLSH too .... they'll be reporting tomorrow.
Also ..... any thoughts on ESST? ESST reports this Wed, the 24th. I thought if you liked ZRAN here, you might also be interested in ESST .... it's much cheaper - very low p/e & strong fundamentals. They've raised guidance, twice, just recently.