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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: StockHawk who wrote (10231)11/13/1999 10:32:00 AM
From: Apollo  Read Replies (2) of 54805
 
StockHawke...very much appeciate your initial and forthcoming comments on Sandisk..

My questions/comments for you:
1. is Sandisk a prince in a fast growing Flash memory arena?, or does it have exclusive rights to a particular design that is widely adopted? Or could it be another Iomega? Is Sandisk just one of the first of what will be hordes of memory makers for these consumer industries (tornadoes), ie MP3, digital cameras, etc.

2. Remember with Rambus, it has had the potential of combining fabless IPR with a memory design that had the potential of being very widely adopted with Intel's strongarming of the OEMs. This now is in some doubt, with DDR on the horizon, and with Intel beginning to weaken its position with the memory makers and with the OEMs. Sandisk is increasing fab capacity, as I understand it, and will carry all those risks associated with hardware production.

So far, I get the feeling that the Flash memory arena is explosive, especially with rapid acceptance of Digital cameras and MP3 players (similar to portable CD players?). So it is attractive to invest into a new exploding industry. Alternatively, is it unattractive because Sandisk may have low barriers to entry and low switching costs, a la the DRAM market with PCs.

Is this right?

Apollo
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