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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (8322)	10/14/1999 11:58:00 PM
From: LLCF	Read Replies (2) of 54805

<Sandisk is recording multiple patents, but I'm not qualified to tell how key they are. There is a value chain developing, as the compact flash is being specified for numerous products, > Thanks... in any event it seems the market is taking off, the important thing in the near term, but long term I'm worried about economies of scale... Kodak vs Sandisk will be interesting to watch. DAK

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