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

To: Tom Chwojko-Frank who wrote (28287)	7/18/2000 4:10:12 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Tom, Especially in light of the recent problem with powerchips refusing to consider discussing a company in the context of the manual, I applaud your willingness to focus on the manual when contemplating the strength and weaknesses of your employer. Thanks much! --Mike Buckley

To: Tom Chwojko-Frank who wrote (28287)	7/18/2000 5:23:50 PM
From: ratan lal	Read Replies (1) \| Respond to of 54805

A. Is there a discontinuous innovation or a proprietary open architecture? NO. Anyone can do file conversion, on the fly, on the wasp, on the eagle doesnt really matter. Cant patent it. File conersions are done all the time. A. Is there a discontinuous innovation or a proprietary open architecture? No mass market. Individuals dont care about file formats. Company specific only. No standard required since you are deciding what format to convert FROM and TO. C. Are there high barriers to entry and high switching costs? NO. a few engineers from India could do it in 30-days or less at $5 (high end) per hour per engineer. Or you could assign it to SIFY or INFY for a fixed price. Put in bonus for early completion and you will see miracles.