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

To: scott who wrote (12686)	12/13/1999 1:20:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> RE: "Young King nominations anyone? Respectfully, SNDK Scott, you're an old timer on both the g&k and Godzilla threads, so I'll look for you to back up your nomination with some facts. One of the Key Kingly Kriterion is two times the market share of their nearest competitor. Do you think sndk is at that level, or if not, when do you project that will happen? uf

To: scott who wrote (12686)	12/13/1999 1:26:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Scott: Ever since Ausdauer made the extensive comprehensive nomination here, SNDK has been discussed and even found its way into the Watch and Wait list.. I was very much impressed by his presentation, and in the words of a late advertisement "bought the company" (well not quite - just some of the company's stock.) Because of the Taiwan earthquake, the stock has stalled for the past months. And perhaps for other reasons too. And some (especially here) have been put off by the decision to go together with Toshiba on a foundry. The argument runs that foundries are bad for a company's financial health. That may be. But in the real world, the deal with Toshiba seems to have accomplished much of what Sandisk needed - most importantly getting Toshiba as a strong alley against the only real competition - Sony with its "stick". The future pervasiveness of removable storage in digital cameras, portable music devices, games, wireless phones, handheld computers and other such, and other digital appliances yet to move out of the lab, put SNDK on the early part of the bell curve in LindyBill's very perceptive descriptive terminology IMO. Strongly second your nomination of Sandisk as a Young King. Cha2 PS In similar fashion as JDSU, suspect the discussion should and perhaps may center on whether SNDK is a young gorilla rather than young king, but in either case discussing it here makes sense.

To: scott who wrote (12686)	12/13/1999 2:47:00 PM
From: Apollo	Respond to of 54805

Hi Scott: The notion of what kind of critter Sandisk is fascinates me. I agree with StockHawk and with Cha2 that the potential market for Flash memory is explosive, and much easier to understand for investors, than, say, optoelectronics. Therefore, a standard portable memory for consumer appliances could have tremendous widespread implications, and could enjoy enormous profits. StockHawke did a great job of refamiliarizing us with Sandisk. But I am sure we would benefit from your analysis, along with Cha2. Something that is clear, and touches on all the salient points of the GG would be greatly appreciated. I recall dimly that one issue was that of proprietary control; is Sandisk the exclusive provider of Flash Memory? Can others provide it only thru licensing with Sandisk? etc. What about near future discontinous innovations that could push Sandisk aside? Barriers to entry? Switching costs? IPR? Valuation? In the bowling alley or in the tornado? and so on. Regards, stan