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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (8269)	10/13/1999 10:40:00 PM
From: Uncle Frank	Read Replies (1) of 54805

I think we'll have to agree to disagree, John. Overall, the semiconductor memory market is a Royalty Game, not a Gorilla Game. Sndk's differentiation is simply in form factor, which is does not represent a discontinuous innovation or a significant barrier to entry for the big boyz (Samsung, Hitachi, Micron, etc.) When digital photography goes mainstream, sndk will be in a fight for their lives, much less dominance. jmho, uf

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