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To: Cooters who wrote (548)6/21/2006 7:09:02 PM
From: estatemakr  Read Replies (1) | Respond to of 1575
 
That's quite an endorsement and I respect your opinion! :-)

Question for you. I made my initial investment a few months ago. Since that time, I've done some homework, but honestly, I still have a difficult time comprehending whether or not they have two key things (key in my feeble mind anyway lol) and that is:

1. Do they possess key IPR to either license and/or protect their market position?

2. Are there significant barriers to entry in their particular niche? They certainly don't seem to have any cost advantages over their competition.

Or, do you attribute their potential more along the lines of them having a technical "lead" on their competition in a market that is set to grow rapidly, thus lifting all boats in these particular waters?

Those are probably questions that I should know the answer to, yet they elude me still ;-)

I don't want to take up your time, but do you have any very brief thoughts on the matter? I mean, it is obvious you think very highly of the company!!



To: Cooters who wrote (548)6/21/2006 11:32:56 PM
From: voop  Read Replies (1) | Respond to of 1575
 
Psst..hey Cooters

cooters! Over here...

what's the third leg of your stool?

And is it a four legged stool anyway?