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Technology Stocks : Gorilla Game
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To: Laird Durham who wrote (118)4/23/1998 7:31:00 PM
From: Bonnie Bear  Read Replies (3) of 387
 
Laird: there's some other interesting markets to consider.
Guidance and control, and GPS: at some point in the future a lot of internet and phone devices will need portable position- GPS- and possibly be tied into a car/truck/boat/plane guidance system.
Rockwell and Sony seem to be fighting for gorilla king here. Rockwell has incredible potential in its product portfolio.
DSP: TXN, yes. But there's lots of little players, like ZRAN and its israeli and stanford connections, who can come out of the dark and take them on. TXN has the lock on DSP patent rights, and a very aggressive legal department. It takes a tough attorney to make a tender gorilla.
encryption: all you need is for somebody important to lose their brokerage account by internet fraud to find a 100% growth rate on SDTI.
real-time OS: everybody in the aerospace community used microsoft and the internet ten years ago, who'd a thought then that it was a tornado? I vote WIND into consideration, and Rational ADA. We need smart cars and houses.
non-real-time OS: COSFF giving away the OS- are they crazy? Freeware?
I remember in 1986 that no programmer wanted to buy Bill Gate's stuff because you could get the stuff as freeware. Who would have thought that the computer-illiterate management would pay THAT MUCH for stuff they could get for free? Clearly, gorillas have great marketeers as well as expensive lawyers. But maybe..is COSFF onto something???
Analog devices: this is a huger market than Andy Grove could ever dream of with his chips. And the profit margin could even be higher.
We have hardly begun to explore the uses for cheap analog devices.
Cheap functional night-vision devices: an interesting tornado alley.

What I really want: ask yourself, "what do I really want that nobody makes?" there's your tornado.
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