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

To: Uncle Frank who wrote (19846)	3/12/2000 12:39:00 AM
From: Mike Buckley	Respond to of 54805

The First Discontinuous Innovations in Photography Being a collector of a small but growing B&W collection of fine art photography, one of my post-career endeavors is to enjoy a more systematic and detailed approach to my study of photography. In that regard, I just finished reading a reprint of the 1849 publication, The History and Practice of the Art of Photography. Bear in mind that consensus places the invention of photography as a practical art form just ten years prior to the publication of the book. You have probably heard of the discontinuous innovation called the Daguerreotype, an image exposed in "positive" form on a polished copper plate coated with light-sensitive silver. Daguerre of France decided not to patent the process because he wanted the world to have access to the new art form. After successfully negotiating with the French government an undisclosed payment, the process was made available free of cost to the world. That enhanced France's image with regard to this marvelous invention and at the same time made it possible for improvements to the process to be made at a much faster rate than if it remained a proprietary architecture. At the same time that Daguerre was doing his thing, Talbot (I believe in England) was involved in a competing discontinuous innovation, a paper-based photograph called the Calotype. The advantage of the Calotype was that the initial image was a negative, allowing for the production of many positive images, as opposed to the Daguerreotype which allowed only one image per exposure. Unlike Daguerre, Talbot patented his process. However, United States law at the time (if not now?) required that a patented product be put to practical use within 18 months. Otherwise, the patent was forfeited insofar as it affected U. S. citizens' access to the process. Indeed, Mr. Talbot's patent did expire in the U. S. for lack of a practical application. Imagine that! The first patent on a paper-based reproducable photograph expired before the product got to the chasm, much less across it! The cost of the reprinted publication: $11.00. The cost of the page points attached to its pages: $10.00. :) --Mike Buckley

To: Uncle Frank who wrote (19846)	3/12/2000 10:15:00 AM
From: voop	Respond to of 54805

Morning Uncle Frank I never knew about the pre /pre trick. Any others beside b /b and i /i? I did take a small position at 87 once I researched the company. I was really impressed with the engineering behind the CyberDisplay and like the fact that they should tornado the GaAs HBT now (beginning of S curve), they have Smart Cards to still cross the chasm and their last quarterly report had a pleasant upside. The Kopin thread on SI in titled that the company never makes money, but they changed that the last quarter, presumably due to s curve. The company is too dependent on CNXT right now and maybe threatened by SiC RF products in the future. Also note for any interested in the company that Qualcomm has made a deal to "amplify" their products through RFMD which puts a severe threat to CNXT IMHO. OF course, I bought it before that was announced and am watching carefully. All of this is bookmarked with URL at the end of the Gorilla Hunt Report.