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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LLCF who wrote (8323)	10/15/1999 2:55:00 AM
From: chaz	Read Replies (3) of 54805

Allow me to jump in here, ignorance and all. Can we think of SNDK as having introduced a new type of semiconductor memory that just happens to be capable of serving as a new kind of film, among other things. Correct? No other company has a similar product at the moment. Correct? To find a future competitor, why should we look to SNDK's customer group (Kodak) instead of other semi's? I saw tonight that Sony has a digital camera and I am assuming it contains SNDK flash, and that many other camera makers also use SNDK. Sony didn't make traditional film cameras, so I would think that Kodak would be watchful of those guys, rather than SNDK. I've not been watching this closely at all, but is there something other than an earthquake that is causing SNDK volatility? If I were a holder of this stock, it would surely have taken my breath away, but this may indicate a good buying opportunity if there has been no more fundamental disruption than a supply problem. Where's Ausdauer on this?

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