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

To: Greg Hull who wrote (18684)	2/25/2000 12:59:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Greg, I'm willing to help with the construction if you can sketch out the basic design. I think a better analogy is that you're apparently happy to provide the ocean if I'm willing to sink or swim in it. :) I'll give it a shot, but because I know nothing about switches this is going to be strictly a pencil sketch with no water colors or fancy oils. The switch is hardware as I understand it. That being the case, the product is either all hardware or hardware that is controlled by software imbedded in the hardware. In either case the hardware and/or software is a proprietary design (architecture) owned by its maker. That hardware/software accomplishes the same thing as its competitors, but it provides the end result by using a different means. That's no different from a ball-point pen and a roller-point pen that both put ink on the paper using different technologies to make it happen. Sure, that hardware and/or software interfaces with a non-proprietary standard, but most everything that is proprietary is made to interface with a non-proprietary standard. As an example, I'm gonna buy a photography slide scanner any day that uses its own proprietary technology resulting in the highest resolution (at least of its kind) on the market. But guess what! The product interfaces with the non-proprietary standard voltage coming out of all of my wall sockets and it interfaces with the non-proprietary technology that allows my computer's hard disk to work. And thank goodness, because if it wasn't operable with those two non-proprietary technologies I'd be wasting my money. Did I sink or swim? --Mike Buckley P. S. Glub glub.