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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (12765)12/14/1999 11:27:00 AM
From: Tom Ardnij  Read Replies (2) of 54805
 
Cha2, I was also very impressed with Ausdauer's presentation on SNDK. Enough so that after some additional DD, I bought shares.

However, I see a substantial difference between it and JDSU. JDSU is integrating the component elements of an enabling technology. I can't see substantial competition in sight and they have patents on the IPR.

SNDK in compact flash is of course faced with Sony's memory stick technology as a form factor competitor. I expect we will see miniature hard drives as a second form factor competitor in the years to come.

Ultimately, I concluded that I would prefer to consolidate my holdings in these two to JDSU. Again reasoning that form factor competition was going to be substantial for SNDK.

All this for what it's worth,

Best Regards,
Tom
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