Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: john99walsh who wrote (21735)	3/29/2000 9:45:00 PM
From: John Stichnoth	Read Replies (3) of 54805

INFS The Micromirror Device is indeed from TI, and INFS is dependent on TI for adequate supplies of the part. This is one reason I would never call INFS a Gorilla or G-candidate. Otoh, INFS's significant position would likely give them a preferred place in line if a shortage of parts occurred. Also, not all of their products are Micro-mirror-based. Some are LCD. Don't know why I missed Sanyo as a competitor. They are listed in the 10K. I did not see Lightware. They are presumably in the "30-40" competitors not mentioned individually. As I did mention, the market is fragmented, and it seems likely that Lightware's present market share is not too large. The largest competitor is Proxima, which Infocus is buying, so by definition the combined entity will have a "Kingly" position in the sector. Infocus has both LCD-based and Micromirror-based machines. And, good luck with your investments. <g> Best, John

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