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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Guy Hillyer who wrote (28832)	7/26/2000 1:16:27 AM
From: Ausdauer	Read Replies (1) of 54805

Guy, Always-on, Networked, GlobalStar-enabled DRAM-based digital cameras with inexhaustible batteries. You certainly have a better ability to peer into the future than I do. A perfect combination of all available technologies working seamlessly without hitches is a bit too futuristic for me. The TV ads I have recently seen indicate that voice is still not mastered in the US. I also believe that a final solution for wireless digital communications of the type you have mentioned are still many years away in the US and read that bandwith currently allocated to various alternative uses will need to be surrendered before we can even consider matching what the Europeans and Japanese are capable of providing. If satellite communication is ready to support this traffic that is fine. I can't say that I am up-to-date on this, but I am curious how the usage will be priced. Hopefully GlobalStar has the details worked out (like you can use their devices indoors, too). Also, the scenario you describe seems to eliminate one key consumer pre-requisite...SIMPLICITY. I'll start worrying about Bluetooth, satellite and 3G-enabled digital cameras when they show up in the SanDisk annual report. Their appearance there will serve a warning flare with a lead time of at least 2 to 3 years based on SanDisk's conservatism and comprehensive safe harbor statements. In the meantime I'll store my precious memories the old-fashioned way... ...on rugged, non-volatile, inexhaustible silicon. Aus (still willing to look over my shoulder, but not to the point of dislocating my spinal column)

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