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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gue who wrote (2377)6/1/1999 12:27:00 AM
From: NY Stew  Read Replies (1) of 54805
 
gue,

Speaking of photography, the most recent Gilder Report details a new company Foveon (45% owned by NSM) that he claims has "reinvented the camera" and "will dominate the business". I haven't had much time to study this, but it sounds worthy of investigation.

This Gilder clarification may help:

Message 9519052
Message 9518865

The technology will likely enable the digital camera razors to become a mass market product with a significant base for the digital film blades to sell into.

Regards
Stew


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