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

To: Mike Buckley who wrote (26889)	6/27/2000 11:08:00 AM
From: Apollo	Respond to of 54805

Mike & Nos...... As Lindy likes to remind us, the product that does anything faster, with greater quality, with greater convenience and reduced cost is the killer product. Digital cameras are faster, more convenient in some ways, and it seems that overall cost is less. Picture quality is in the eye of the beholder, and if the 3.3 megapixel cameras just out now aren't a match, they are very close, and will soon be superceded anyway with the relentless march of progress/upgrades. So quality is just a matter of time. More to the point, Compact Flash is in multiple tornadoes, ie digital cameras, MP3 this year; PDAs, cell phones in 2001-2002. CF as a reusable storage medium is fast, easy, convenient, works well (I think), but is costly. It is a discontinuous innovation right now, IMHO,, but if one wants to wait for cost to come down, then it will be a discontinuous innovation when costs come down with increasing FAB capacity in 12-18 months. As UF says, (Cha2, look away, don't read this <g>)..............it's a sure thing. Apollo