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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (2306)	5/28/1999 6:53:00 PM
From: NY Stew	Read Replies (1) of 54805

Mike, Keep reminding us of Iomega. Their Click! could be a huge gorilla-producing tornado. We disagree on this one. QualComm is a founding member of the MultiMediaCard Assoc along with Sandisk, Motorola, Nokia and Ericsson. It was my research on QCOM that brought me back to SNDK. When Sandisk and Siemens raised the bar by reducing the format to the size of a postage stamp they essentially left all mechanical devices behind, both IBM & Iomega. The MMC will be off to a running start as all CF slots are home to the MMC. Siemens has introduced an inexpensive ROM MMC. As usual, most technology worth investing in has IPR issues. Regards, Stew

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