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Technology Stocks : Warp 10 Tech. (WARP)
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To: RDH who wrote (1015)7/10/1998 8:19:00 PM
From: Ted M  Read Replies (1) of 1164
 
Thanks, RDH and also Shih Jen Liao for your kind words about my posting.

All I have to add at this point are just a few comments:

I never know how much attention to pay to distribution agreements. I assume it depends upon the standards and reputation of the distributor and since I know neither about GE (announced today) I don't know if is good or not. I tend to not give much credit. Real sales are the proof. Maybe someone else can speak to GE's standards for distributing products--ie are they tested, chosen from amoung competitors, etc.

I tend to believe that the strength and support continues to be a result of investor confidence (including maybe some big buyers) resulting from the HP announcement. For Hewlett Packard to choose a company as small and unknown as Warp 10 to be one of 3 internet technology partners really speaks highly of their product IMO. However, someone else mentioned here the Kodak flash pic or something like that a few posts back and how it amounted to nothing. Does anyone know the story on that?

While I'm sure there are many competitors in the business of computer imaging technology, I found these two quotes on Warp's web page to be very interesting:

'Key Differenciators:' (Canadian spelling, I guess)

'We are a toolkit; enabling application development for any and all environments.' and

'We are the only toolkit in this competitive environment.'

They make the point that other competitors focus on difficult application-based technology, whereas theirs is a complementary product with the benefits of flexibility and speed. Put these points and their web page quotes together with an HP internet alliance, and the potential really starts to get exciting, IMO.

Perhaps someone else can give some insight regarding their claims. Again, thanks and best of investing success to all. Ted

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