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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (26804)6/26/2000 11:17:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Stan,

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.

Are not their core markets different enough that they're playing separate gorilla games? My understanding is that SSTI is doing the embedded thing while SNDK is doing the flash memory thing as a separate card and that there's not much of an overlap between the two. Right? Wrong?

--Mike Buckley
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