Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Mike Buckley who wrote (745)	11/19/1999 9:47:00 AM
From: mauser96	Read Replies (1) of 1817

Mike..I would suspect that few application software products have the same kind of barriers to entry that would be seen with a product like a semiconductor (requiring a half billion dollar plant to build)In many cases it's possible to hastily modify an existing software product and re label it. That doesn't mean that it's effective competition. Even if it is exceptionally good, the technology of the product is at best around 1/3 of the formula for gorilla status. The other factors involved may thus account for the majority of the barriers to entry. This usually narrows down the field considerably. You started looking at SEBL a bit earlier than I did, but by the time I got there there were only a few real competitors. When Vantive started to lag I knew SEBL would be the winner. I'm looking closely at CREE. It appears that they may have that rare and highly valued item, an enabling technology, as well as applications.Though I keep the bulk of my money in adult gorillas, I like to own a couple of babies in hope that they will survive the dangers of the jungle and grow into silverbacks. Higher risk, but higher profit too.

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