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 Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (179)9/7/1999 9:53:00 PM
From: gdichaz  Respond to of 1817
 
Mike: If so, great. But how about size and losses? And.... And...

Cha2



To: Mike Buckley who wrote (179)9/7/1999 10:16:00 PM
From: Percival 917  Respond to of 1817
 
Mike,

I believe they are involved in a gorilla game. The question for me is where are they in the Technology Life Cycle at this point? I would like opinions on this from anyone.

Thanks,

Joel



To: Mike Buckley who wrote (179)9/7/1999 10:29:00 PM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Not so sure of that Mike. First we need to understand *exactly* what their technology enables, whether it is indeed proprietary in nature or embodies high switching costs, and then decide if this technology can be competed against with a different technology with the same value proposition.

A very good exercise for this Group, now all we need is someone who actually knows something about ARBA and CMRC to enlighten us. <ggg>

Teflon


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News