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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (24448)5/10/2000 6:51:00 AM
From: Ausdauer  Read Replies (1) of 54805
 
Voop, FlashVision LLC is the name of the Toshiba/SanDisk Joint Venture...

...which combines SanDisk's state-of-the-art memory cell design and controller patents with Toshiba's proprietary flash memory technology (a competing type of memory cell) and advanced lithographic skills.

The market quickly deducted about 12% of SNDK's market capitalization yesterday after the announcement. We have seen similar paradoxic movement in the stock with the announced legal victory against one of SNDK's primary CompactFlash competitors and with a stellar earnings report from Q1.

We on the SNDK Thread assume this is a "baby and the bathwater" phenomenon. Once again SanDisk is trading at a very attractive price for those with a stomach for volatility and a time horizon of a few years or so.

Ausdauer
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