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


To: DownSouth who wrote (39240)2/14/2001 10:50:35 AM
From: Mike Buckley  Respond to of 54805
 
DS,

Thanks for the mention of the Adobe rollout relative to the flash storage market. You help emphasize that there is no slam dunk that SNDK will become a gorilla. I would be tempted to buy IBM and Sony along with SNDK as a basket of wannabe gorillas if those other two were more of a pure-play investment.

--Mike Buckley