Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike 2.0 who wrote (21622)	3/28/2000 3:06:00 PM
From: Mathemagician	Read Replies (2) of 54805

I would like to emphasize that INTF is not an EBPP company. They are an L2i company. L2i is not a niche. It is a large and profitable market that includes (but is not limited to) ESP to web, wireless, and handheld devices. Though INTF has a quality EBPP product, it is generally viewed as more of an opportunistic revenue generator for them. Their products enable much more than "just" EBPP. Also, I disagree with the idea that EBPP is uninteresting. I believe it to be a gorilla game, but remain open to suggestion. The architecture is necessarily open and proprietary. Switching costs for issuers, banks, and customers are high as well. In addition, Killen projects it to be a $32 billion market by 2005. Nothing to sneeze at. M

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