Larry,
I am FAR from an expert, but:
*No market HAS to have a Gorilla.
* SNDK MAY become the Gorilla.
* Toshiba, Hitachi, or Sony could become the Gorilla or King.
*Flash could become a commodity priced item.
* Compact Flash, SD, Memory Stick and a few other storage formats need to duke it out a while longer before anyone can "pick" the winner.
* A discontinous innovation could displace the need for Flash.(although I doubt it)
That said, SNDK is my largest position, and I am content to wait it out, praying for SNDK to become a Gorilla or King. That said, if flash begins to show signs of being the next Hard Drive market, or if some thing else MAJOR plays out against SNDK, I'll be heading for the exit...
Jason |
