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

To: Mike 2.0 who wrote (21726)	3/29/2000 6:23:00 PM
From: John Stichnoth	Respond to of 54805

INFS--Epson came up on my radar. Directly competitive and competing on price and features. I had believed that Epson would be dire competition, and was surprised to learn how well Infocus is doing against them. I did not notice CTX. My understanding is that the market is fragmented, but now is starting to consolidate. I would expect that scale and R&D will give an increasing advantage to the largest players, going forward. btw, before I read one objection: This market is not truly "gorilla-sized", imo. It is however large enough to allow solid growth for the leaders for the foreseeable future, and is expanding. best, John

To: Mike 2.0 who wrote (21726)	3/30/2000 2:37:00 AM
From: FLSTF97	Read Replies (1) \| Respond to of 54805

InFocus First I want to thank John for his Hunt Report. Mike, I would argue that this is an evolutionary technology in that it is continuous refinement of a projector in principle. Nevertheless I would agree that it is only a matter of time before these proliferate. I've been wanting a "personal" one for years, but the price/poundage points were and are still too high for me. Since I lug my laptop with me on the road (how else could I ever keep up with this thread?), it would be nice to have a sub 3 pound projector so I could just run Powerpoint presentation. As it stands probably only 15-20% of the sites I visit will have one of these so I always bring foils. For a week's trip it is not unusual to have a pound or two of foils, but you can make one heck of a lot of foils for the price of a projector. It looks to me that within 12-18 months these may become cheap and light enough to warrant replacing the foils with another "luggable" device. Given the steady improvement in $/#, I think the market could grow exponentially for several years. So given that I'd like to pose this question to John: Are any of their patents fundamentally enabling in regards to lowering the weight, or increasing the brightness? TIA FATBOY