Ausdauer & thread:
This season will answer a very interesting question, not just for CF cards but for a great number of consumer products: at this point in our technical evolution, is is more advantageous to be on a store shelf, or easily accessible via the Web?
I guess the market has shown us recently that many (AMZN, Ebay, BAMM, etc) think the 'net is here, and sales will follow. I'm not sure I agree yet. I know it sounds fuddy-duddy, but maybe we're one or two Xmases away still from the 'net being a better venue than the store shelf.
My guess (and my money, too) is on the bet that when the dust clears in January, stocks like those mentioned above will wither, and there will be a nice surprise for stocks like SNDK. Of course, I could be laughably wrong, time will tell. But for now, I think being on 90% of store shelves is a better deal than even the coolest web page.
- Don |
