Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: thecalculator who wrote (37610)	1/7/2001 9:57:08 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

And I'm giving you key information Everyone has been very polite to you so far. I am not going to be. You are annoying us with information that we are not interested in. By now, you should be aware that your behavior is at the level of a 12 year old. Go away.

To: thecalculator who wrote (37610)	1/7/2001 10:02:16 PM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

And I'm giving you key information to discern the emerging Wireless GORILLA coming out of the shadows... Have you RTFM, the FAQ, or even the thread header? The only key information we are interested in is (from the revised Project Hunt format at siliconinvestor.com 1. Where does the technology fit in - the technology layers we are most often concerned with are (from bottom to top): semiconductors, hardware, systems software and applications software. The first 3 are enabling technologies. (note: since it is more important for standards to be established in enabling technologies, gorilla power is much more potent there, and chimps have a lesser chance of survival. In applications software many vendors can prosper besides the gorilla.) a. is there a discontinuous innovation? proprietary open architecture? b. does it have the potential to grow into a mass market phenomenon, become a standard c. are there high barriers to entry and high switching costs? d. have value chains developed? e. have they crossed the chasm (the chasm is the point where the visionaries (early adopters) begin to lose interest but the pragmatists (the herd) have not yet adopted the product. No gorilla game begins until the market has crossed the chasm. just on the other side of the chasm is the bowling alley - the beginning of the mainstream market. In the bowling alley market niches begin to adopt the new technology.) f. existence of hypergrowth (the Tornado is a period of hypergrowth that coincides with the first surge of mass market adoption of a new technology, the tornado occurs when the pragmatists stop hesitating and rush to adopt the new technology en masse. This hypergrowth is often in excess of 300% per year) Take the time to answer these questions to the best of your ability and you will most assuredly have a much more positive experience here. M

To: thecalculator who wrote (37610)	1/8/2001 6:13:20 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

tc, your reading list is interesting. I read all of those articles. What I saw is what we call here a "shiny pebble". MCOM is neither a gorilla game nor a royalty play. It IS most certainly interesting and bears watching for those who are inclined to wander outside of these strategies. I found these statements disqualify MCOM from my radar scan: „h The company is losing lots of money. Then again, so are almost all internet related stocks and wireless communication companies. „h MCOM has only managed to sign up 30,000 subscribers thus far. However, their current network is in only 3 markets and they have spent almost nothing on advertising and almost no resources promoting the product. Also, this is a less attractive product offering 28.8 Kbps, not the soon to be 128Kbps Ricochet2. Instead of pushing R1, they have concentrated almost entirely on developing Ricochet2 and preparing for national deployment. Most people that live in their coverage areas never even heard of Ricochet! MCOM has not crossed the chasm, that is for sure. It's barriers to entry are not clearly stated in any of your cites, except a one phrase discussion about 27 patents. BTW, in early discusions about QCOM's HDR, the ability to deploy using pole mounted radios was discussed. That may not be such an advantage to MCOM. Your bringing MCOM her for discussion is appreciated. Now if you would only make a case for gorilladom using our standards, that would be great. If you don't chose to, then I suggest you do some more study to understand our frame of reference.