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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (22124)4/3/2000 11:05:00 AM
From: Apollo  Read Replies (2) of 54805
 
If it's a $3 billion market growing at 60% annually either the tornado has come and gone or has not yet arrived. Since when is 60% growth a confirmed tornado?

Yeah, I knew when I wrote it I'd be vulnerable on that one. <g> I keep hoping for one of the camera smarties to pipe up. I suppose I could spend some time surfing the net to misuse some obscure facts to my advantage. <g> Or, I could just yield on this one.

Ok, so it's subtornado at present. But I think it would be fair to say that it is beyond just having crossed a chasm, which I think may have been your original point. And based on Ausdauer's posts, compact flash looks to be knocking down, or trying to knock down several bowling pins...ie, MP3, digital camcorders, wireless handsets, digital cameras, set top boxes.

So could it be more accurate to state that Compact Flash/SanDisk is in the Bowling Alley?

Squire Hawk, Ausdauer, Cha2, what do the rest of you guys/gals say? Hey, Merlin's got me out here dangling on a limb, tenuous at best; how bout a little help. <heeellllllpppp>

Stan
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