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 and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: edkaiser who wrote (10386)11/15/1999 8:38:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Daddy, good find on SWCM. Now let's apply some Gorilla questions:

1. Is SWCM's service standards-based? Are they using an off-the-shelf software package or are they using their own software?

2. If they have their own software, does it contain IP?

3. What are the barriers to entry for competitors?

My first read is that SWCM is trying to grab a market, but can never be a Gorilla. They have no enabling technology under their control and the barriers to entry are very, very low for competitors.