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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (26802)6/26/2000 10:03:00 AM
From: Apollo  Read Replies (3) of 54805
 
I'm not sure what you mean by SanDisk not having the lock.

They seem to have the standard in place for digital cameras and there's no reason for me to think they won't have it for the other areas of their business. The tornado is already in place based on total revenue and my guess is that it's coming mostly from the digital camera side of things.

Tell me where I've got it wrong.

Sure. No problemo.

SanDisk has a large chunk of the compact flash card memory market, but not a majority share. There are some other cards out there, including Sony's memory stick......and I believe others which do not rely on Sandisk technology. Apparently, some memory manufacturers use SanDisk technology and license it; some use what may be SanDisk technology, but may not yet license it; and some use technology which is SanDisk-independent. At this point in time, there is not a single widely used open proprietary standard. But the SNDK CF card is becoming increasingly popular. So, to date, I haven't considered it a gorilla........yet.

I think Cha2 has it right, by playing the Moore basket approach with SNDK and SSTI, enjoying the tornado(es), and waiting to see who emerges as the gorilla.

Apollo

PS: agree with your comments on "retrospective gorilla"; I think Rambus is in the bowling alley, and a stronger gorilla candidate than last year when it had just barely gained a toehold after crossing the chasm...with DRDRAM's in workstations. But as I pointed out elsewhere, there is no DRDRAM tornado, at the moment.
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