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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (22337)4/5/2000 11:32:00 PM
From: Ausdauer   of 54805
 
G&K Members...

In search of a kinder, gentler Gorilla

SanDisk and CompactFlash

Let's recall that SanDisk risked their future by betting on the CompactFlash standard. By developing the standard and creating an IP in the process they stand to gain some recognition for this. Their expectation that they will receive a royalty stream from the manufacture of CF should not be surprising. Litigation is the last thing that they wish to become embroiled in and it burns me up that they took all the risk in getting the CF standard in place (with many smaller companies on their coattails) and now nobody wants to recognize this effort and sacrifice. Here is my position on the matter...

Message 13361164

Ausdauer
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