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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (26224)	6/12/2000 8:02:00 PM
From: Apollo	Read Replies (1) of 54805

Sandisk... the value chain that is getting stronger and stronger. My comment is that the strength of the value chain says a lot about the IPR. Some of the companies in the value chain are huge. They're in a position to develop the technology on their own or at least to do a joint venture. But they're not. When I think that Microsoft chose to pay Gemstar instead of develop the technology on their own, that speaks volumes about Gemstar's IPR to my ears. I also believe that might be the case about SanDisk's value chain. --Mike Buckley Precisely. In 1999, I would have needed you and UF and LB to say this over and over, even though I RTFM twice. But I actually stumbled to this one without you this time......and drew exactly all of the same analogies. I haven't concentrated on software plays, like SEBL and Citrix, and ITWO, not because they aren't terrific, but because I have always been mesmerized by the TFM's comment about vast riches related to enabling hardware. Looking forward to your participation. Apollo

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