Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Apollo who wrote (22158)	4/3/2000 5:05:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Sheesh, Stan! All I wanted to do was implore that people use basis of fact before jumping to the certified conclusion that a tornado in anything exists. Now you've got me caught up in a lot of questions. That's the LAST time I'll leave you dangling out on a limb. :) First and formost, why didn't anyone come back to me and say, "Mike, you're right that we don't have the empirical evidence that the digital camera tornado is in place. But I'm sure you realize that SanDisk and competitors don't depend entirely on the digital camera market for their product to go into tornado. And even if they did, it is certainly possible that the storage market for digital cameras can tornado without the digital camera market tornadoing." Had anyone done that, it would have been exactly on target. But that's okay. The more you guys miss this stuff the more Merlinesque you make me appear. :) Is this a reasonable understanding, or would your interpretation be different? If you agree that the Dig. Cam/compact flash market is now in a tornado in Y2K, then should we be investing in SanDisk......or is it a King in the royalty play of portable storage; or is it a gorilla candidate among Compact Flash makers? I apologize in advance for not answering all those questions directly in order. Even when I do get around to answering them, you won't feel like you got a substantive answer. For me, the biggest stat that jumped off StockHawk's post is that storage in digital cameras is expected to quadruple this year. If the estimates prove to be too high by a magnitude of 100%, it still looks like tornado time to me. Add the anecdotal evidence coming across our pages and the liklihood of a tornado in that market seems inevitable. But as I mentioned in my presentation in San Diego, who has the lock if you want to invest before the tornado is absolutely confirmed? I don't know. Maybe SanDisk. Maybe no one. In a different kind of storage market, Iomega's Zip disks were certainly in a tornado, yet that market resulted in no Gorilla and probably never will. Stan, I have not seriously studied the Compact Flash industry to have a handle on whether proprietary, open architectures are involved. There certainly is a mass market potential. I think everyone around here has a handle on the barriers to achieving mass-market potential. It's hard to believe that the analysts can be so wrong that the product won't tornado this year. Stan, you've studied the industry. You tell us. :) --Mike Buckley