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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LLCF who wrote (8323)	10/15/1999 7:41:00 AM
From: John Stichnoth	Read Replies (1) of 54805

Kodak vs Sandisk will be interesting to watch. It's not Kodak so much, since they're an end-product maker. Companies like Toshiba, Samsung, Sony, and of course IBM are the immediate issue. PC Magazine this week has a short article on some of the alternatives (although amazingly they show a Lexar Compact Flash rather than a SanDisk). On Kodak--I think it is incontestable that Kodak won't be a player in the chipmaking (flash) part of this, and film will become increasingly marginalized into niches. They are working hard to gain a lead in the Digital Camera market, but that's a far cry from their position in film. Film will be around a long time, because it does some things that digital will never be able to do, but the mass market will move to digital cameras in preference to point-and-shoots. Best, JS

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