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Technology Stocks : Long Term Investors' Outpost

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To: JohnG who wrote (5)7/9/2002 8:35:42 PM
From: Uncle Frank   of 562
 
>> I was taught that there competitive advantage can be compounded (ie by adding a new layer of advantages upon the old) but not "sustained".

I view the layering as a compounding of the original competitive advantage. In Q's case, patents on patents. My biggest concern about them is the timing of the transition from Dr. J to his kids. I'm not sure they'll be able to fill his shoes.
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