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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (26931)6/27/2000 8:03:00 PM
From: Apollo  Read Replies (2) of 54805
 
SNDK.....

Thank you Cha2 for your perspective.

What is interesting now is that there seems to be a consensus building that Sandisk may be a gorilla...

Just to repeat, I do not believe SNDK is yet a gorilla, but do believe it is in 2 tornadoes. My comments from the earlier post were:

"SNDK, IMHO, is a gorilla candidate in the midst of at least 2 tornadoes (digital cameras, MP3 players). The strength of its patents, and the open use of its proprietary architecture need to be confirmed. When they are, if they are, it will then in my mind be a Gorilla."

Cha2, my question to you, since you follow SNDK, is this: has SanDisk, in your opinion, adequately demonstrated the strength of its patents and has its proprietary architecture (IPR) been widely disseminated. IOWs, has its IPR become "the industry standard"? If so, then it is a gorilla. If not, then I am not sure I can agree that it is a gorilla right now.

I know that this may be all academic...and what's the difference if it is a gorilla now, or 6 months from now. But this is the Gorillas & Kings thread, after all, and we think it important here to best elucidate our terms and definitions.....and their use.

Apollo
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