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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (22056)4/2/2000 3:38:00 PM
From: Ausdauer  Read Replies (2) of 54805
 
Snasraway,

In addition to digital cameras, what other bowling pins (market segments) do you anticipate will be knocked down by SanDisk?

***digital photography (replaces film)
***portable music players (replaces CD's and cassettes)
***handheld computing (new standard for rugged removable storage)
***cell phones (ditto)
***portable medical records/digital dogtags

Sanyo's solution is actually 750MB, but uses rotating media. These are proving to be problematic given power consumption constraints. Newer devices uses IBM microdrive now require external power sources which essentially eliminates portability in applications which need to be mobile, not immobile.

Ausdauer
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