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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (8766)10/24/1999 11:16:00 PM
From: straight life  Read Replies (2) of 54805
 
in re: SNDK (fab)you said: "It's the large drain on cash flow during the periods when product adoption slows..."

But if non-volatile memory is becoming an essential part of at least 3 markets in hypergrowth (digital cameras, mp3 devices and cellphones), we may not have to worry about the 'drain'. In tornado markets, didn't someone say that the most important issue was getting product out the door (and bashing the competition, no?)hmn?
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