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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (21721)	3/29/2000 5:02:00 PM
From: Mike 2.0	Read Replies (2) of 54805

John, re INFS, I think Epson is in this business too...I saw an effective ad showing an actual size photo of their projector, well within the 8 1/2" width and much shorter than 11" length of the magazine page. How does Epson's product stack up? Also an old client of mine had bought a CTX projector almost randomly, surprisingly small and sharp...did they come up in your analysis? At first I thought the innovation of smaller size, better picture, lower cost, etc. is not discontinuous, but OTOH, we will get to a point where each sales rep, trainer, and corporate presenter will get their OWN projector instead of shagging the one luggable projector in the office before someone else does. That seems somewhat discontinuous...does anyone (dis)agree? Sort of like the metamorphosis of the PC, from big honking desktop to luggable early Compaqs, to laptops of today...interesting idea! Mike

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