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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (10470)11/16/1999 3:06:00 PM
From: scott  Respond to of 54805
 
JS, thanx for your GMST to IATV analysis. I hope that you don't mind that I have posted a reference to your comparison and comments over on the IATV thread. I'd like to see some discussion over there about the potential value of IATV's patents.



To: John Stichnoth who wrote (10470)11/16/1999 3:18:00 PM
From: Apollo  Respond to of 54805
 
very very well done John, <eom>



To: John Stichnoth who wrote (10470)11/17/1999 12:06:00 AM
From: Jon Khymn  Read Replies (1) | Respond to of 54805
 
John, great post! I already own some IATV and started to add GMST.
Hopefully GMST will pull back some but even if it goes up I'll add more.
All I need is two or three gorillas out of dozen that are in the basket <g>

BTW, what is IPR? (patent rights?)

And those IPR, Value chain, Switching cost,,,, these are the categories that determine a possible gorilla?

Once again thanks for the research.
I'll try to do some more over the weekend.

Web.


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