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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (745)	11/18/1999 11:57:00 PM
From: tekboy	Read Replies (3) \| Respond to of 1817

Sick of reading this thread while not having a dog in the hunt, I pounced on recent comments that ITWO might be "undervalued" (imagine exaggerated air quotes here) relative to its peers and bought in around 83 the other day. While trolling the ITWO thread to find more substantive reasons for the investment (sometimes I do things backward like that, just to piss Merlin off) I came on this article from back in April, which explains its business in terms even the most egregious simpleton (i.e. me) can understand... Message 9182396 tekboy/Ares@sshhh--stillinself-imposedthreadjail.com PS here's another one: Message 9500250

To: Mike Buckley who wrote (745)	11/19/1999 9:47:00 AM
From: mauser96	Read Replies (1) \| Respond to of 1817

Mike..I would suspect that few application software products have the same kind of barriers to entry that would be seen with a product like a semiconductor (requiring a half billion dollar plant to build)In many cases it's possible to hastily modify an existing software product and re label it. That doesn't mean that it's effective competition. Even if it is exceptionally good, the technology of the product is at best around 1/3 of the formula for gorilla status. The other factors involved may thus account for the majority of the barriers to entry. This usually narrows down the field considerably. You started looking at SEBL a bit earlier than I did, but by the time I got there there were only a few real competitors. When Vantive started to lag I knew SEBL would be the winner. I'm looking closely at CREE. It appears that they may have that rare and highly valued item, an enabling technology, as well as applications.Though I keep the bulk of my money in adult gorillas, I like to own a couple of babies in hope that they will survive the dangers of the jungle and grow into silverbacks. Higher risk, but higher profit too.