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

To: lurqer who wrote (38370)	1/24/2001 11:41:05 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

What other candidates are you considering for your Flash Game? This might be the perfect time for one, not that I know about such things <gg>. Prices are low and so are expectations for the next 6 months. It'll be interesting to watch ssti's report tomorrow... uf

To: lurqer who wrote (38370)	1/25/2001 8:07:25 AM
From: Clappy	Read Replies (1) \| Respond to of 54805

Hi Lurqer, I have a few GG questions for you in regards to your previous comment: I've been considering a "starter kit" flash basket. Besides SSTI and SNDK, what other prospects are you looking at? Is this basket strictly limited to Flash Memory or would include other forms of non-volitile memory like ATML's chips or perhaps FRAM/FeRAM, MRAM (Magnetic RAM), etc. Are you afraid that Flash Memory technology could become replaced by another technology by the time an official Gorilla is named? Or is it safe to assume that this Flash Memory Gorilla would naturally adapt, move into the direction of the changing atmosphere, and dominate the field regardless of the changes? (Is it this uncertainty that allows for flash's typical low P/E despite "tornado-like" growth?) Thanks. -Clappy@IreadTheBookTwiceAndStillCan'tFindATrueCandidateWithoutTheHelpOfThisMessageBoard.com