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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (2487)	6/6/1999 11:52:00 AM
From: Ausdauer	Read Replies (1) of 54805

Mike, My level of fear is not so high as to prevent me from investing. If the CF standard is challenged I still will have plenty of time to get out of the investment with a profit. Again, the industry is just ramping up with CF slots and likely has several generations of product already in blueprints. A good example of this is Nikon and Kodak who have had excellent success with several "iterations" of their digital camera line with CF as the removable media of choice. Nobody can predict how this situation will play out. I am not trying to say that SanDisk will reach the status of the "Wintel Duopoly". If this is the criterion with which we plan our investment strategy then we will certainly miss out on a lot of good alternatives. Aus

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