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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Tom Ardnij who wrote (4866)	8/14/1999 3:20:00 PM
From: Tom Ardnij	Read Replies (1) \| Respond to of 54805

Thread, It's been maybe 3 months since Ausdauer made his pitch for Sandisk(SNDK) to be considered a gorilla in the marketplace for flash memory. We follow SNDK in the W&W portfolio. Take a look at the 1 yr. chart. Interestingly, it has exploded upward since Aus was here making his pitch. Undoubtedly, the influence of this distinquished thread.<g> One thing that is apparent about flash memory. It is the enabling technology for a series of discontinuous innovations. Digital Cameras are beginning to reach price points that open them up to a wider customer base. I know that this is the case when my brother who just recently bought a sub $1000 PC sends me an email with digital pictures that he had taken. Six months ago he wasn't in the market for a PC. The PC price points, and the ability to email drove his decision to buy an inexpensive digital camera. Hey, when my brother makes these two purchases, I assume that something's happening. Future generations of handhelds, and other "go anywhere" devises are going to need to be able to store data. What's the enabling technology? I've invested a chunk in SNDK after concluding that it is the leader in this enabling technology for digital cameras and future generations of handhelds. I am unsure that SNDK can ever be a gorilla as it's standards are wide open. It appears, however that it is at least the king in this segment and that the market segment is entering what may be a sustained period of hypergrowth. Is is possible that this market is entering the profitable storm of a tornado. Does SNDK have the potential to become a Gorilla? What say yea, threadmates? Regards, Tom

To: Tom Ardnij who wrote (4866)	8/15/1999 8:24:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Tom: I think they are underestimating the room for price growth. JDSU owns it's segment and Lucent and Nortel buying from JDSU to support growth in the WDM arena. If you read the analyst's comments carefully you can't help but hear terms like high barriers to entry and control of unique technology. Sounds like Simian genes in an exploding field to me. The merger of JDS and Uniphase has formed an early Cisco like company in a very new field. Check out the chart and performance from the W&W portfolio. I think that JDSU will be one of our future nominees for Gorillahood. It's growth is sooooo consistent. Best Regards, Tom Thank you for responding on JDSU; looks great, it's on my list. One of the things that troubles me is my lack of knowledge about what they do....I understand they sell lasers to Lucent, etc.; but I am having trouble getting my hand on their pulse so to speak. By contrast, I use Windows, microprocessors, own a Q phone, etc. Also, one of JDSU's assets is their load of laser engineers, but this is hard for a lay investor to quantify, or to follow. I think I would have a harder time seeing their segment or industry changing, than I would in following the course of Intel,or Q, or even EMC. Just some thoughts. Thanx again. Looks like Intel may be transitioning from Tech Market Leader ('97) to laggard, perhaps back to Tech leader again. All the best, Stan