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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (2448)	6/3/1999 9:49:00 AM
From: Ausdauer	Read Replies (1) of 54805

Mike, There are several layers of value in the value chain. The value platform that I mentioned first is the infrastructure comprised of an army of home PC's attached by some means to the internet. It forms a type of safety net for innovative technologies as they come to the forefront. This platforms facilitates and accelerates market acceptance leading to extremely compressed periods of development. I would add that this infrastructure helped flash memory leap over the chasm before it became expansive. The second layer of value is digital photography itself with a few specific examples that I have given. This chain is complete from manufacturing to end-user and has been for some time. The third layer is flash memory. In particular CompactFlash for several reasons that I will mention in upcoming posts. The value chain for CompactFlash is firmly rooted in the digital photography value chain because flash memory is the enabling technology. In some ways it is inseperable from the digital photography value platform, a second tier value platform that is supported by the internet and its myriad of business and consumer applications. The problem that I have intentionally not mentioned is the fact that these interlinked value chains are also accessible to competing technologies such as the discontinuous innovation known as the floppy disc. This is why Sony enjoyed the earliest success with its Mavica line of low resolution, high functionality digital cameras which grabbed a huge percent of the market share in 1997 and, in particular, 1998. Mike, you have called my bluff and exposed the vulnerability of my argument! However, by design I have not fully expounded on the value chain for CompactFlash, rather tried to present a general gestalt of the value platform that exists. I probably have not answered your present inquiry to your satisfaction, but my post tonite on "commoditization" may bring my assertions into clearer focus. Ausdauer

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