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

To: Apollo who wrote (26804)	6/26/2000 10:27:00 AM
From: FLSTF97	Respond to of 54805

RElative to SNDK, I haven't been following this closely but I think you have to also include IBM's microdisk. I think I recently read that they've up the capacity to 1 gig while shrinking the format and reducing power drain.I believe they quoted over 10 hours of continuous operation on 2 AA batteries. They also announced other camera customers. I think they also cut the price substantially. FATBOY

To: Apollo who wrote (26804)	6/26/2000 11:17:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Stan, I think Cha2 has it right, by playing the Moore basket approach with SNDK and SSTI, enjoying the tornado(es), and waiting to see who emerges as the gorilla. Are not their core markets different enough that they're playing separate gorilla games? My understanding is that SSTI is doing the embedded thing while SNDK is doing the flash memory thing as a separate card and that there's not much of an overlap between the two. Right? Wrong? --Mike Buckley