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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (10285)11/14/1999 10:46:00 AM
From: Apollo  Read Replies (1) of 54805
 
OK, I think thats about it for me and SNDK.

StockHawk


No, no, no, not so fast Hawkeye.....

How do you gauge the switching costs by consumers, OEMS?

Where are we in the technology adoption life cycle? in the bowling alley with several pins, or in a tornado(es). If the latter, are you saying we have a gorilla, and are you investing in Sandisk?

Either way, you have served the thread well by your generous comments and time spent helping us understand this niche.

Best respects,

Stan
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