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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (2385)6/1/1999 7:00:00 AM
From: Ausdauer  Read Replies (1) of 54805
 
Uncle Frank and Thread,

The following is the Table of Contents to my presentation of SanDisk:

PRELUDE
Tornado Watch: The Unrealized Potential of Flash Memory in Digital Photography and Portable Consumer Electronics
Can we find a gorilla in the forest of semiconductor manufacturers?

CHAPTER I
Discontinuous Innovation: The Fossilization of Kodak, Fuji and Agfa?
How digital photography will impact the three largest producers of color film and how they will battle possible extinction.

CHAPTER II
Links in the Value Chain: The Essential Features of a Digital Darkroom
The Internet, electronic commerce and communication and the concept of a family PC have created an ideal basis for digital photography and other portable consumer electronics.

CHAPTER III
A Proprietary and Open Architecture: Distinguishing "Commodity" from "Commoditization"
The essential features of SanDisk's intellectual property and the creation of the CompactFlash Association.

CHAPTER IV
Switching Costs: Can it Fit Inside a CompactFlash Slot?
Will the CompactFlash form factor win out or facilitate other competing technologies?

CHAPTER V
Taking a Barometric Reading: Tornado or Monsoon?
Will SanDisk's business plan succeed as we approach the stormy weather ahead?
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