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

To: Len who wrote (11738)	12/2/1999 9:57:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

A friend was showing me his digital camera had a Sandisk memory card. He explained that the memory is quite different from DRAM, SRAM,etc. Infact, the memory cells are imbedded in an ASIC. The ASIC is what gives it the proprietary nature-- does QCOM ring a bell? That's great information Len, thank you. IF Sandisk is IPR, AND becomes the de facto consumer standard, in several explosive consumer products, then it would seem to be a 'can't miss' proposition. At that point, it then becomes an issue of valuation. Do you or StockHawk or others have a feel for valuation now, and expected growth? stan