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

To: Thomas Mercer-Hursh who wrote (28754)	7/25/2000 12:35:05 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

are as good as regular 35 mm film cameras in the print sizes that non-pros* want.* Thomas, I don't want to belabor this, but I think you are arguing past the key statement. The "Non-pro" is certainly the key point. I have an 1.3 megapixel camera, and I will upgrade to a 3 or better this year. I post all of my pictures, (see photos.yahoo.com and have a snapshot album. This, in my experience, is more than most people do, who simply look at the snapshots, show them to their friends, and put them away. Nothing wrong with your cautionary approach. But I do think Sandisk has a winner here.

To: Thomas Mercer-Hursh who wrote (28754)	7/25/2000 12:36:45 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Well I certainly agree that film will be around for a long time, I just think that since progress in digital will be much faster than progress in film, at some point the price benefit curves will cross and customers will rush to digital. And there are some minor differences in the way the two look but this becomes a matter of what you are used to seeing. Personally, I have a several high quality SLR around the house and haven't been convinced that I should convert to digital, but I know that at some point (probably within 5 years) I will be buying my digital camera. Since I'm LTB&H, I'm willing to invest a bit too early ( now if I could just cure myself of the habit of selling too late). Since images, like beauty, are valid only in the eye of the beholder, we could both be right in our evaluation of digital cameras. In any case, my comments were directed toward low cost low skill photography. At the upper end film is a lot better for most users. Concerning rotating memory - I thought that it would have vanished by now, but the scientific skills of the disk makers at producing better and better products has proved me wrong. Little spinning disks are still an anachronism, fragile moving parts in a world of electrons, but it looks like they will be with us for a long time. But the first place they vanish will be in portable devices.

To: Thomas Mercer-Hursh who wrote (28754)	7/25/2000 4:55:51 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thomas, In your discussion with Luke about digital camera quality, I think you might be missing a fundamental point of gorilla gaming. Gaming is all about product adoption. If Product A is "as good as" Product B in meeting the needs of the adopters as percieved by those adopters, that's the end of the story insofar as gorilla gaming is concerned. If there are aspects of Product B that make product inferrio, those aspects are irrelevant if the people adopting the product don't appreciate those facts or ignore them because the superior aspects of Product B don't add value. --Mike Buckley