Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (26190)	6/12/2000 1:48:00 PM
From: areokat	Read Replies (2) of 54805

PS: for the record, I reinforced Gemstar and added Sandisk last week. Now when the very astute Sir Ares asks how I can predict SanDisk will double (during the Portfolio Survey) when I don't own it, I can at least say, "why of course I own it.....gee, don't you?" Apollo Since you own SanDisk maybe you know why Seagate sold their holdings in SanDisk (They did didn't they?). I just finished the revise edition of Innovator's Dilemma and Seagate's investment in SanDisk was cited as an example of a disk drive maker protecting itself from a disruptive innovation. If this has been addressed please point me to the post.

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