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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (26940)	6/28/2000 12:18:00 AM
From: NY Stew	Read Replies (1) of 54805

There is almost a classical battle with Sony and IBM. A few years back at the time of the MMC announcement it was apparent that Sandisk had moved the goal posts on the mechanical drive competition. Ausdauer and I discussed the future implications including a Dick Tracy style communicator. etown.com Another factor that has me invested in Sandisk again is the multi-level cell technology. Both Toshiba and Matsushita (Panasonic) have mentioned it on several occasions recently when talking of the future in flash memory. Regards Stew

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