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

To: LLCF who wrote (8323)	10/15/1999 2:55:00 AM
From: chaz	Read Replies (3) \| Respond to of 54805

Allow me to jump in here, ignorance and all. Can we think of SNDK as having introduced a new type of semiconductor memory that just happens to be capable of serving as a new kind of film, among other things. Correct? No other company has a similar product at the moment. Correct? To find a future competitor, why should we look to SNDK's customer group (Kodak) instead of other semi's? I saw tonight that Sony has a digital camera and I am assuming it contains SNDK flash, and that many other camera makers also use SNDK. Sony didn't make traditional film cameras, so I would think that Kodak would be watchful of those guys, rather than SNDK. I've not been watching this closely at all, but is there something other than an earthquake that is causing SNDK volatility? If I were a holder of this stock, it would surely have taken my breath away, but this may indicate a good buying opportunity if there has been no more fundamental disruption than a supply problem. Where's Ausdauer on this?

To: LLCF who wrote (8323)	10/15/1999 7:41:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Kodak vs Sandisk will be interesting to watch. It's not Kodak so much, since they're an end-product maker. Companies like Toshiba, Samsung, Sony, and of course IBM are the immediate issue. PC Magazine this week has a short article on some of the alternatives (although amazingly they show a Lexar Compact Flash rather than a SanDisk). On Kodak--I think it is incontestable that Kodak won't be a player in the chipmaking (flash) part of this, and film will become increasingly marginalized into niches. They are working hard to gain a lead in the Digital Camera market, but that's a far cry from their position in film. Film will be around a long time, because it does some things that digital will never be able to do, but the mass market will move to digital cameras in preference to point-and-shoots. Best, JS