Rampant: > ...what are these threads you refer to?
Use SI search, StockTalk category, Subject Titles Only, looking for "gorilla" and for "g&k". There are about 10 of them, and probably others under less obvious names.
The book gives a model for the growth of technical markets, gaining and holding competitive advantage, and the resulting stock valuation. Very much the best single book I'm aware of for tech market investing.
> You can order food , play a jukebox in a restaraunt even get balls at the driving range via your cell phone. It is in fact a wallet already!
Yes, but the question over here in our untapped market, is not the application itself, which is easy enough to invent and implement, but rather the specific method of implementation. A proprietary mass product is bad for the customers but great for the stock price, e.g. Microsoft Windows. A standardized mass product is good for the customers but bad for the stock price, e.g. browsers. Your goal as a company is to become the one (the "Gorilla") that provides the winning attractive product, in a proprietary form, so you can collect premium prices and/or royalties for years to come (and thus your stock value heads for the sky).
Microsoft is excellent at this game. With both Explorer and Java, they are attempting to make their versions more attractive and proprietary. Once you as a customer get used to or invest programming effort into their proprietary version, then you are stuck paying Microsoft's price for a long time.
- Dway |
