Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Apollo who wrote (26934)	6/27/2000 8:49:00 PM
From: gdichaz	Read Replies (2) of 54805

Apollo: Yes. Whether Sandisk is a gorilla is very important. Yet, like you, I think that Sandisk is in two tornados but am not sure whether it fits all the gorilla criteria. There is almost a classical battle with Sony and IBM. Which "form factor" will emerge victorious is open. Sandisk does seem to have advantages and in its own "form factor" an excellent position recognized by multiple major companies. Is that enough? To me, it is not. But it is a powerful position to be in. One "wild card" for me is that Sandisk seems to have the "form factor" which will fit best with wireless handhelds - phones, PDA's, laptops, etc. and probably even desktop PC's. This is where I follow the technologies involved most closely, and I see a major opportunity for Sandisk there. So given photography, music and wireless widgets, it seems worth DD. Then the choice of buying or not, and when, is an individual decision based on risk tolerance. A gorilla, not clear. Best. Cha2

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next