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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jim Mullens who wrote (53157)11/22/2002 11:49:49 AM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
Substitution is the most insidious kind of competition, 'cause most of the time you don't even see it coming

To be sure, those within often don't see substitutes coming until they have built up some critical mass ... although they also aren't a real threat until then either. Still, well before then one can at the least identify whether a potential substitute technology has a potentially compelling edge. What is the edge for these WiFi technologies?
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