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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mauser96 who wrote (28677)7/24/2000 11:56:49 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
The newest digital cameras are as good as 35 mm in the common print sizes that non pros want, but they cost $800 or $900.

If one wants to make accurate GG projections, one needs accurate facts. This one is blatantly untrue on a variety of basis, several of which have appeared previously in this thread. This doesn't mean that there isn't a potential tornado because the images are good enough and because there is a potential market where the advantages of instant availability, direct translation to digital form, editability, etc. outweigh the fact that the images aren't actually as good as one can get with a relatively inexpensive SLR. But let's keep the facts clear, shall we?

All this follows Moore's law and past history of tech developments, so the risk seems low even if SNDK isn't a full gorilla

Let's also not forget that there is many a pothole between a shiny pebble and a gorilla. Flash memory has some very appealing aspects and seems to have a growth path in digital cameras, but let's also not forget that the die is not yet cast -- companies are still looking for options, including several from rotating memory which have cost and density advantages over flash.
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