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

To: Apollo who wrote (26934)	6/27/2000 8:20:00 PM
From: Thomas Mercer-Hursh	Respond to of 54805

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. Indeed, this seems to be the key doubt since there are other players with a meaningful slice of the pie and on-going innovation that has the potential (not a prediction, just noting the possibility) of displacing flash itself, e.g., the 1GB micro disks from IBM.

To: Apollo who wrote (26934)	6/27/2000 8:49:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Apollo: Yes. Whether Sandisk is a gorilla is very important. Yet, like you, I think that Sandisk is in two tornados but am not sure whether it fits all the gorilla criteria. There is almost a classical battle with Sony and IBM. Which "form factor" will emerge victorious is open. Sandisk does seem to have advantages and in its own "form factor" an excellent position recognized by multiple major companies. Is that enough? To me, it is not. But it is a powerful position to be in. One "wild card" for me is that Sandisk seems to have the "form factor" which will fit best with wireless handhelds - phones, PDA's, laptops, etc. and probably even desktop PC's. This is where I follow the technologies involved most closely, and I see a major opportunity for Sandisk there. So given photography, music and wireless widgets, it seems worth DD. Then the choice of buying or not, and when, is an individual decision based on risk tolerance. A gorilla, not clear. Best. Cha2