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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: lurqer who wrote (38370)1/25/2001 8:07:25 AM
From: Clappy  Read Replies (1) of 54805
 
Hi Lurqer,

I have a few GG questions for you in regards to your previous comment:
I've been considering a "starter kit" flash basket.

Besides SSTI and SNDK, what other prospects are you looking at?

Is this basket strictly limited to Flash Memory or would include other forms of non-volitile memory like ATML's chips or perhaps FRAM/FeRAM, MRAM (Magnetic RAM), etc.

Are you afraid that Flash Memory technology could become replaced by another technology by the time an official Gorilla is named?
Or is it safe to assume that this Flash Memory Gorilla would naturally adapt, move into the direction of the changing atmosphere, and dominate the field regardless of the changes?
(Is it this uncertainty that allows for flash's typical low P/E despite "tornado-like" growth?)

Thanks.

-Clappy@IreadTheBookTwiceAndStillCan'tFindATrueCandidateWithoutTheHelpOfThisMessageBoard.com
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