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

To: mauser96 who wrote (28677)	7/24/2000 11:56:49 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

The newest digital cameras are as good as 35 mm in the common print sizes that non pros want, but they cost $800 or $900. If one wants to make accurate GG projections, one needs accurate facts. This one is blatantly untrue on a variety of basis, several of which have appeared previously in this thread. This doesn't mean that there isn't a potential tornado because the images are good enough and because there is a potential market where the advantages of instant availability, direct translation to digital form, editability, etc. outweigh the fact that the images aren't actually as good as one can get with a relatively inexpensive SLR. But let's keep the facts clear, shall we? All this follows Moore's law and past history of tech developments, so the risk seems low even if SNDK isn't a full gorilla Let's also not forget that there is many a pothole between a shiny pebble and a gorilla. Flash memory has some very appealing aspects and seems to have a growth path in digital cameras, but let's also not forget that the die is not yet cast -- companies are still looking for options, including several from rotating memory which have cost and density advantages over flash.

To: mauser96 who wrote (28677)	7/25/2000 12:00:10 AM
From: sditto	Read Replies (1) \| Respond to of 54805

<<analysts usually fail to grasp the significance of tornados>> I'm long SNDK but must say they do a relatively poor job of educating and guiding the analysts. Where are the investor presentations, spreadsheets, and white papers on their pitiful web site. Why are they not actively comparing and contrasting high density removable flash to low density imbedded flash rather than bemoaning market ignorance on their conference calls? Why does almost every major media article on flash technology omit SNDK from their discussion? The SNDK IR and PR departments need a major upgrade before we can accuse the analysts of not understanding the tornado. Somebody desperately needs to send them TRFM so they can at least play the game.

To: mauser96 who wrote (28677)	8/2/2000 10:45:38 PM
From: StockHawk	Read Replies (2) \| Respond to of 54805

re: SNDK, chips article excerpts: "Fabless chipmakers have become victims of their own success. Despite unprecedented expansion by the three major foundry service providers, demand is outstripping the supply from foundries." "While few foundry customers will admit—publicly—that their supply of product has been severely constrained, most are concerned that the capacity shortage could worsen, limiting their ability to grow." "There is nothing more painful for fabless companies than to lose market share because of their lack of supply,” says Tower’s Nissan-Cohen, “so you’re starting to see strategies changing. One of the most surprising shifts is at Sunnyvale, CA-based SanDisk Corp., which agreed in May to invest some $400 million for half the capacity of a Toshiba fab in Manassas, VA, where the companies have formed a joint venture to design and manufacture flash memory products. In July, SanDisk also agreed to make a $75-million strategic investment in Tower Semiconductor in return for a 10% stake in the company and access to capacity in its new fab. “SanDisk is no longer a fabless company,” says Dan Auclair, the company’s senior vice president of business development and licensing. He says it wasn’t easy deciding to get into manufacturing, but SanDisk’s foundries haven’t been able to meet the soaring demand for its products for nearly a year. “There’s no question it has slowed our growth,” he says. full article: eb-mag.com StockHawk