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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tom Ardnij who wrote (4866)8/14/1999 3:20:00 PM
From: Tom Ardnij  Read Replies (1) of 54805
 
Thread, It's been maybe 3 months since Ausdauer made his pitch for Sandisk(SNDK) to be considered a gorilla in the marketplace for flash memory. We follow SNDK in the W&W portfolio. Take a look at the 1 yr. chart. Interestingly, it has exploded upward since Aus was here making his pitch. Undoubtedly, the influence of this distinquished thread.<g>

One thing that is apparent about flash memory. It is the enabling technology for a series of discontinuous innovations. Digital Cameras are beginning to reach price points that open them up to a wider customer base. I know that this is the case when my brother who just recently bought a sub $1000 PC sends me an email with digital pictures that he had taken. Six months ago he wasn't in the market for a PC. The PC price points, and the ability to email drove his decision to buy an inexpensive digital camera. Hey, when my brother makes these two purchases, I assume that something's happening.

Future generations of handhelds, and other "go anywhere" devises are going to need to be able to store data. What's the enabling technology?

I've invested a chunk in SNDK after concluding that it is the leader in this enabling technology for digital cameras and future generations of handhelds. I am unsure that SNDK can ever be a gorilla as it's standards are wide open. It appears, however that it is at least the king in this segment and that the market segment is entering what may be a sustained period of hypergrowth.

Is is possible that this market is entering the profitable storm of a tornado. Does SNDK have the potential to become a Gorilla? What say yea, threadmates?

Regards,
Tom
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