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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 (22062)	4/3/2000 3:38:00 AM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

Mike, I should point out that according to Killen & Associates Report #449, ESP alone for brokerages accounts for 40% of a market which is projected to reach $18 billion in 2005. Brokerages are INTF's niche and INTF owns it. Next on the docket are banks and insurance companies. Frankly, this was one of the things that led me to consider Mobius. Not only are INTF and MOBI's products complementary, but MOBI has made significant progress towards a bowling alley strategy which includes banks, insurance companies, mutual funds, and utilities. Notably missing is the brokerage segment. It is my view that if these companies partner (inevitable -- it makes too much sense) INTF will easily knock down these pins and move fully into the tornado. If they merge (more likely with INTF's recent share price increase), I believe the resulting company is a gorilla candidate near a tornado in a large market. (ESP & EBPP alone are projected by Killen to be a $32 billion market by 2005.) This is partly why I nominated MOBI for a Hunt report. I want a second opinion. M P.S. As you correctly point out, INTF is still in the bowling alley. However, I disagree that L2i technology is a niche. ESP and EBPP are each (huge) niches, but L2i enables more than that. For evidence, look at what IBM is doing with INTF's Document Server.