Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ausdauer who wrote (2408)	6/1/1999 11:26:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Ausdauer, Great posts! Now a question. The rapid adoption of flash memory technology essentially hurdled over the chasm bounding directly from a gestational phase (the early market) and into the mainstream market. If digital photography is the primary powering source of flash memory, and if digital photography has not yet crossed the chasm (my opinion), how is possible that flash memory has crossed the chasm and jumped immediately into the mainstream market? If you disagree with me that digital photography (making pictures using digital cameras) has not yet crossed the chasm, please elaborate. --Mike Buckley

To: Ausdauer who wrote (2408)	6/2/1999 12:19:00 AM
From: Clairmont	Read Replies (1) \| Respond to of 54805

My #2398 yields to your "fossilization" approach to answer why the "biggies" selected CF.

To: Ausdauer who wrote (2408)	6/11/1999 8:42:00 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 54805

Aus, regarding Kodak: It's true that Kodak encouraged a standard for CF, but still has not embraced the CF concept wholeheartedly. There is a great deal of reluctance among Kodak higher level managers to give up on traditional film, inasmuch as their careers often are tied to this older technology. They also see the whole concept of photography differently from many consumers and serious amateur photographers. To Kodak, heaven is where you come to a store, buy Kodak film, take it back to the store for processing, using Kodak chemicals and paper, and order extra prints, enlargements, etc., all done by the store using Kodak material. The thought that a consumer might want to make a digital photo, work with it on his computer, similar to the way someone works with a word processing text or spreadsheet, is still very foreign to Kodak decisionmakers (the one's who count). Though Kodak maintains a presence in the digital photography market, they have given up on providing cameras with 2 m+ pixel resolution for the consumer market (under $1000), letting Nikon, Fuji, and Olympus take over that market. That's a big mistake, in my view, because high resolution is what serious amateurs want. I believe Kodak's reluctance is based more on its determination to recover its $500 million investment in the recently introduced Advanced Photo System. APS, a traditional film system with a smaller, theoretically lower cost format than 35mm (also lower resolution), in effect competes with digital in Kodak's mind. Therefore, it appears Kodak is sacrificing digital in order to get a better return on its much larger APS investment. APS fits perfectly with the old Kodak view of heaven - you have to go to the store to get it processed. You get a sheet of small sized (thumbnail) prints, from which you select the ones you'd like enlarged - again by the dealer, not by you. As it happens, I live in an area near Rochester, where there is a large and growing Mennonite population. Horses and buggies are popular here, and one can find quite a lot of manufacturing activity for new improved buggies. But somehow, I think the main thrust of improvements in the transportation sector is going in a different direction.

To: Ausdauer who wrote (2408)	9/28/2000 11:37:05 PM
From: Rocky Reid	Respond to of 54805

Aus, your presentation regarding Kodak and Digital Photography is simply outstanding. I think this portion in particular is outstanding: "Thus, there is usually a "delayed gratification principle" as a value chain develops which can leave even a great innovation temporarily in limbo and subject to the reactions of the consumer. This process of acceptance or rejection is known as the Technology Adoption Life Cycle." Your writing skills and knowledge completely blow away anthing I've ever read on this subject, be it from CNet schlubs all the way up to the NY Times. We are defintely in the initial stages of the Adoption Life Cycle. Products and services like Sandisk's Photo Kiosks will help a great deal in bridging the gap between the old way of doing things, and the new way.