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


To: Apollo who wrote (22056)4/2/2000 3:20:00 PM
From: Mike Buckley  Read Replies (4) | Respond to of 54805
 
digital cameras themselves are in the tornado

I think that would be a fascinating discussion to consider. Not being an expert on the subject, my guess is that digital cameras have probably crossed the chasm but are still fairly early in the stage of adoption. Is there empirical evidence to support that digital cameras are beyond the bowling alley and showing revenue growth tantamount to a tornado?

--Mike Buckley



To: Apollo who wrote (22056)4/2/2000 3:38:00 PM
From: Ausdauer  Read Replies (2) | Respond to of 54805
 
Snasraway,

In addition to digital cameras, what other bowling pins (market segments) do you anticipate will be knocked down by SanDisk?

***digital photography (replaces film)
***portable music players (replaces CD's and cassettes)
***handheld computing (new standard for rugged removable storage)
***cell phones (ditto)
***portable medical records/digital dogtags

Sanyo's solution is actually 750MB, but uses rotating media. These are proving to be problematic given power consumption constraints. Newer devices uses IBM microdrive now require external power sources which essentially eliminates portability in applications which need to be mobile, not immobile.

Ausdauer