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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (39237)2/14/2001 10:44:41 AM
From: DownSouth  Read Replies (1) of 54805
 
Mike, wrt to SNDK:

I attended an Adobe Digital Video rollout yesterday. It was a well attended event with sat broadcast into the major US and CDN cities. Well attended, I am told.

ADBE's value chain was in evidence there, with Sony dominant. Throughout the day there was no mention of SNDK products, but lots of talk of Sony Memory Sticks and IBM MicroDrive products.

Now, DV (digital video) certainly requires much more storage than still pix, so that could explain some of it.
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