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

To: Uncle Frank who wrote (26208)	6/12/2000 2:33:00 PM
From: drew_m	Read Replies (1) \| Respond to of 54805

rofl.... You have to give him credit.... He touts SNDK with both facts and personal passion. I thought the CEO did a nice job on CNBC. The supply constrain is an issue, but that has been known for some while. Drew

To: Uncle Frank who wrote (26208)	6/12/2000 3:01:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

SNDK... I'm with you on SP sndk, Apollo, taking a starter position today at 67 7/8. From what I can tell, your portfolio has done as well or better than anyone else's this year Unc, with some shrewd redistribution out of some Qcom, and into INTC, JDSU, and SEBL. So I feel reassured that you're in. I 'd like to say great minds think alike, or some other little witticism, but I don't think I'm in your league. <g> I like the story on SANDISK because: 1. it has IP on the segment of Compact Flash cards, that are finding their way into concurrent tornadoes, and soon-to-be-tornadoes.....ie, MP3 players, cell phones, digital cameras, digital camcorders, car computer systems, PDAs, and what else/who knows. However, while Qcom is THE IP force in CDMA, it is not yet clear that SANDISK has the same level of "lock". Their patents don't appear to have been as well tested. But their value chain, similar to Gemstar's, is forming with licensing agreements by Samsung, Toshiba and the like. Plus, Sandisk makes its own CF cards, and is increasing capacity as fast as possible to meet demand. 2. The simultaneous tornadoes should facilitate "elasticity", ie what Gilder has said is "supply creates demand", which in simple terms means to me that the more popular something gets, the less expensive it gets, the ever more popular it gets, etc. Examples would be calculators and PC's, and cell phones. 3. CF cards seem to be the portable storage solution, as seemingly all devices become digital computers, and need a storage solution that provides ample memory without loss during power down. It seems to be replacing CDs, cassette tape, film, etc. The corollary to this is that we own Intel, which also produces CF, but a different variety from the segments being pursued by SanDisk. Also, because the patents haven't been well tested, I'm not yet sure whether it is a gorilla candidate, or royalty. From what I can piece together, it is a "market leader". But the IP and the lock aren't well enough fleshed out for me to know with certainty it is a gorilla candidate. Your thoughts? Apollo