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

To: gdichaz who wrote (26931)	6/27/2000 8:03:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

SNDK..... Thank you Cha2 for your perspective. What is interesting now is that there seems to be a consensus building that Sandisk may be a gorilla... Just to repeat, I do not believe SNDK is yet a gorilla, but do believe it is in 2 tornadoes. My comments from the earlier post were: "SNDK, IMHO, is a gorilla candidate in the midst of at least 2 tornadoes (digital cameras, MP3 players). The strength of its patents, and the open use of its proprietary architecture need to be confirmed. When they are, if they are, it will then in my mind be a Gorilla." Cha2, my question to you, since you follow SNDK, is this: has SanDisk, in your opinion, adequately demonstrated the strength of its patents and has its proprietary architecture (IPR) been widely disseminated. IOWs, has its IPR become "the industry standard"? If so, then it is a gorilla. If not, then I am not sure I can agree that it is a gorilla right now. I know that this may be all academic...and what's the difference if it is a gorilla now, or 6 months from now. But this is the Gorillas & Kings thread, after all, and we think it important here to best elucidate our terms and definitions.....and their use. Apollo

To: gdichaz who wrote (26931)	6/27/2000 8:32:00 PM
From: kumar	Respond to of 54805

SNDK : <<What is interesting now is that there seems to be a consensus building that Sandisk may be a gorilla with a minimum of one tornado and probably two - photos and music. The multiple opportunities for removable storage in a postage stamp size for photography, music, wireless phones and handhelds all seem clear.>> Message 13947799 the compactflash card may well be "today's floppy disk". cheers, kumar

To: gdichaz who wrote (26931)	6/28/2000 12:24:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

I agree almost entirely, Cha2. Apollo is, I think, correct in implying that what has driven the increased attention to SNDK recently are the demonstrable tornados in flash memory. But from Ausdauer's presentation onwards, that part was entirely predictable; as you say, "the beauty of it was the obvious opportunity for multiple tornados." What was always in doubt was not whether flash would be huge, but whether SNDK would be a major flash gorilla. One question related, as you say, to "form factor"--that is, whether Compact Flash would ultimately be adopted widely in preference to other forms of flash (Memory Sticks, etc.). The other question related to whether SNDK could be said to have proprietary control over the CF standard. This last point is still in doubt, as I understand it. (Even Aus agreed with me the other day that it remains to be seen whether SNDK will collect significant royalty revenue from other CF producers.) The current situation, therefore--taking all of this with a shaker of salt since, like Business Week, I can hardly tell SanDisk from SunDisk--seems to be that we have a flash sector exploding forward in a hypergrowth tornado with more to come, and SNDK playing a major role as both producer and developer of an important flash product. I don't think we have any hard reason to predict at this point whether it will ultimately prove to be a gorilla, king, or prince. The underlying flash tornado, however, should make it a good investment for at least a while no matter which turns out to be the case. tekboy/Ares@jumpinjackflash.com