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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Curbstone who wrote (4873)8/14/1999 5:10:00 PM
From: Tom Ardnij   of 54805
 
Aloha Mike, How's the beach? Thanks for responding with the link to the SSTI story. I think you are right about entering the tornado in the flash memory market. Certainly a multiple of 11 for industry growth over 5 years suggests lots of opportunity. The breadbasket approach makes sense if we are right about the tornado forming as this enabling technology is boosted by sales of digital cameras, phones, and handheld devices.

I'm going to stick with SNDK for the moment and have added SSTI to my watchlist. Thanks again for the information.
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