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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (25228)5/24/2000 1:44:00 AM
From: Jacob Snyder  Read Replies (2) of 54805
 
Thanks. I, for one, appreciate explanations in words of one or two syllables. Not all of us did our postgrad work in this stuff.

Now, could you find an explanation (that a smart High School student could understand) for why SNDK won't become another MU, once industry capacity catches up with demand? That is, what proprietary architecture do they have, that INTC or AMDor Toshiba don't have, and why can't any chip company (assuming a good design team, and the resources to continue trying till success comes in the 3d generation chip) build a chip that does the equivalent of the ones SNDK makes? I remember, when the DRAM industry was in massive overcapacity a while ago, many DRAM fabs were converted to making other (non-commodity) chips, chasing higher margins. The trouble, of course, is that the high margins go away once enough companies are chasing them.
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