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

To: Sam Johnson who wrote (15592)	1/18/2000 11:24:00 PM
From: James Sinclair	Read Replies (3) \| Respond to of 54805

People have been suggesting that Gemstar bought SoftBook and Nuvomedia for the IP. Here's the abstract of the only patent I could find assigned to SoftBook: Method and apparatus for viewing electronic reading materials Abstract An electronic publication publishing and distribution system is provided for dissemination of written materials that can be read on a portable electronic book. A host computer contains an inventory of written materials in electronic form, that can be selected and then downloaded into the portable electronic book's memory. The host computer keeps track of the transactions, and encodes the data prior to downloading, using an encryption system involving a security number that is unique to the portable electronic book. The encrypted data cannot be decrypted until it is resident in the memory of the portable electronic book. Upon receipt of the encrypted data, the portable electronic book decrypts the data, and can display the text of the original material on its display screen. The portable electronic book has a central processing unit with an operating system for controlling the functions of the portable electronic book. There is non-volatile electronic memory storage for retaining publications in the portable electronic book. A plurality of electronic keys is provided in the portable electronic book that corresponds to graphical representations such as icons on the portable electronic book display adjacent to each key. These keys are integral to the user interface for controlling the devices.

To: Sam Johnson who wrote (15592)	1/19/2000 12:23:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

I will have to go back and find that. How long ago was this discussion? Lol! Only a few thousand messages ago I presume :-)I will have to read that... I can't see why a strong king can't morph into a gorilla. Should be an interesting read. When I see JDSU I just can't help but think about Cisco. I was doing a lot of consulting with Cisco when they were starting to bust out years ago. Critical and very hot market, excellent products, killer management. What products they didn't have they went out and bought to build their product line. Which raises a very good question. How/why did Cisco become a Gorilla? Was their proprietary routing standards accepted over night or where they accepted because Cisco took out the competition and became the standard? And of course the other side of the coin is does JDSU's products have anything proprietary about them or are they merely a 'cookie cutter' commodity and SDLI/ETEK makes their products exactly the same? Q: Has CREE been 'accepted' by this board as a gorilla yet? I saw discussion about them but never saw any 'conclusions'. They look very interesting to me and so far my research has shown up lots and lots of positives.