SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tinkershaw who wrote (33137)10/14/2000 10:53:53 AM
From: NY Stew  Read Replies (2) of 54805
 
Tinkershaw,

Thanks for your (per usual) well stated argument. It is my opinion that Henry is approaching this industry as he did VCR+ and the IPG, with the ambition of creating a global standard. I believe the intellectual properties of the two acquired pioneering companies may become a barrier to entry for a secured eBook distribution system. This is very similar to the nearly simultaneous acquisitions of VideoGuide and StarSight. I found 6 global patent applications for eBooks at or about the time of acquisition and today I find 28.

I don't claim to know exactly what Henry is doing but I am witnessing a similar pattern here as with the IPG business, including the arguments against his strategy and business model. If we could turn time back 4 or 5 years we'd be having the same conversation about IPGs.

We agree in that it will be interesting to watch events as they unfold. I have enjoyed your posts on TMF.

Regards
Stew
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News