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Technology Stocks : Gorilla Game

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To: Bonnie Bear who wrote (126)	4/24/1998 12:56:00 AM
From: Larry Abrams	Read Replies (2) of 387

Two more markets where a Gorilla could emerge: again these are big high tech markets--at least $1 Billion, where "winning" means establishing an open, yet proprietary architecture which means that switching costs are extremely high. Building Controls: long time haven of closed proprietary (costly) architectures offered by Johnson Controls and Honeywell Controls. It seems like ages ago that a start-up called Eschelon offered an open, yet proprietary architecture call LonWorks, but it seems to have failed to take off. This market seems ripe for a gorilla, yet I wonder why no headway has been made. IPhone Gateways to the internet: Red hot market, no standards huge interoperability issues. Early entrants include VocalTec (VOCLF) and E-Net(ETEL). Surely, CSCO and LU are poised to enter. There will be one dominant company, ala CSCO in routers, because companies want to avoid interoperability issues. This surely is a market that a gorilla will dominate Who will it be? An established company--CSCO or LU-- or an upstart VOCLF or ETEL??

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