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)	3/29/2000 1:30:00 AM
From: Dinesh	Read Replies (1) of 54805

Mike2 I just read Mathemagician's report on INTF. it does seem to be more than a screenscraper. One, seemed like a low barrier to entry there. Also, no evidence of a lock - low switching costs too. Of course this is all speculation on my part. Two, premise that most mainframe reports are coded to a printer device seemed flawed. Mainframes are nothing if not sophisticated machines and they grock device drivers. In that respect, INTF smells like a device driver. Either you scrape the output (screens) or build output (driver). Three, I still think CTXS will eat their lunch. It's a very focused competitor. Letting the device mfr do the job of adapting. It failed to penetrate my comfort zone. But, nice price run up. Awshucks! Regards Dinesh

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