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

To: NY Stew who wrote (33141)	10/14/2000 11:50:08 AM
From: Seldom_Blue	Read Replies (1) \| Respond to of 54805

Patents are great BTEs. But they will only go so far. If the market is big enough, someone will spend enough money to find some way to get around them. I do not know the details of the security patents. But in my former life as a programmer and hardware developer, I have seen many problems solved through innovations that are unthinkable just a few years ago. The best method to reach gorilladom in the high tech industry is to do it by the book of Microsoft. You attack market share and become so entrenched that people will pay you even while they curse you. Just my opinion. Let's hope Henry will prove these worries unfounded. Seldom Blue

To: NY Stew who wrote (33141)	10/14/2000 12:14:26 PM
From: Seldom_Blue	Respond to of 54805

It is my opinion that Henry is approaching this industry as he did VCR+ and the IPG, with the ambition of creating a global standard I just put my finger on why this sentence was bothering me. For the VCR+ and IPG, he was selling software. He licensed the VCR+ and IPG to any manufacturers who will buy them. But for ebook, he is now selling hardware. He should not worry about making money on the ebook, but rather have ebook establish a dominating market share. Also VCR+ and IPG do not have competitors to speak of in its infancy. E-publishing has the likes of Microsoft and Adobe in the game. Garnering market share and becoming a standard are the immediate concerns. If one can only download from a GMST server, he is also in the service business of providing the books. Is that a business that he really wants to be in? Of course he can diversify GMST out of it tomorrow if he wants to. I just hope he is just incubating this enough to let someone else make a living at it. Seldom Blue