Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (16854)	1/31/2000 4:03:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Re: SNDK--The issue of their kingliness or gorilla-ality is still open, I think. They are very aggressive about protecting their IP, and there are several lawsuits outstanding. They do have a lot patents. It's not clear (to me, anyway) what kind of barriers SNDK's IP provides. But, I think it is clear that SNDK has more techniques for dealing with data in flash than its competitors. Also, the Toshiba JV indicates to me that SNDK has proprietary knowledge (as well as expertise) that Toshiba needs. Is there a half-way point between King and Gorilla? Some IP barriers to entry, but not insurmountable. Position of dominance. Preeminence based primarily on its engineering expertise, but potential competitors are limited. There are only a limited number of ways to do some of the things that flash has to do. A lot of the ways for doing these things are patented, by SNDK and others. And, CompactFlash appears to be SNDK's. Can a form factor be a sufficient barrier to annoint a Gorilla? I don't think so--but it can provide a nice niche. Best, John

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