SI
SI
discoversearch

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 : The Round Table: A work by the squares of the SNDK thread.
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: phoenix who wrote (41)3/11/1999 5:25:00 PM
From: Bill Zeman  Read Replies (1) of 194
 
Roger

Thanx for clarifying "barriers to entry". Now Grasshopper understands. It could be argued that IDTC has some special advantages that make it very hard for others to catch up or duplicate:

1. Their newly invented switch is 1/6 the price of all the competition and will be for sale in 3 or 4 months. I assume they have a patent on it to protect themselves.

2. They are the world leader in internet telephony. While this is not necessarily a "barrier to entry", stocks can go a long way on being the leader in their industry, and command superior valuations. For example: IBM (leader in business machines) MSFT (software leader) CSCO (networking leader) INTC (chip leader) YHOO (content provider leader) WCOM (POP and fiber leader) AOL (ISP leader) DCLK (internet add leader) and of course we should not forget SNDK (flash memory leader).

3. An eminent internet IPO spin off is almost a sure thing to pump the stock up in the near future. Lesser quality internet IPO's have garnered huge price rallies for the parent company, and there are only a handful of those out there. Who can boast an upcoming IPO spin off of the caliber of IDTC's? NO ONE!!

Bill Zeman

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News