Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (35448)	11/27/2000 10:50:04 PM
From: Jason W	of 54805

Of the three primary markets for flash storage (cameras, MP3 players, and cell phones), the one that really excites me is the cell phone. I had to put my binoculars on to see it, but it was there when I decided to invest in SanDisk when the first of their potential tornados started swirling. But I've never taken the time to try and quantify the size of the cell phone market that might inure to SanDisk's benefit. Have you? (I'm getting tired of doing my own due diligence. :) Mike, This is the best I could do right now: Message 14399268 over 280 million handsets were sold last year, and it's estimated that about 420 million will be sold this year, and over 1 billion by 2003. Granted, it's unreasonable to expect that all of those handsets sold in 2003 will contain slots for flash cards, but even if only 30% of them do, the size of this market will still easily dwarf all other removable flash markets combined. Jason 3postsheretoday@imdone.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next