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

To: gdichaz who wrote (12711)	12/13/1999 5:14:00 PM
From: Todd Bishop	Read Replies (1) \| Respond to of 54805

Cha2/UF, Stockhawk made a case for SanDisk last month here... Message 11912299 and Ausdauer's presentation is at... siliconinvestor.com I'm still waiting for another quarter of results on each of SanDisk and SSTI before I feel certain that SSTI isn't still making up ground on SanDisk. As I've learned here from other discussions, SanDisk would need to maintain twice the market share of SSTI or Sony to achieve King status let alone Gorilla. SSTI revenue was up 52% to 29% for SNDK last quarter. That made me very uneasy. I've had SSTI since before understanding GG and have enjoyed a nice run as of late with ANALysts seeming very encouraged by SSTI again this quarter thus far. Todd