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To: sm1th who wrote (862)	2/16/2012 1:23:56 PM
From: Doren	Respond to of 1685

> bad analogy to cars I was thinking more along the line of accessories - iPod dock - surround sound - TV - power windows... do any cars still have manual windows? Currently they are all powered by oil downloaded from Saudi Arabian servers. Anyway along the lines of modular parts like Firefox has extensions. You buy the basic service then buy extensions as you need them or build them yourself. OR standalone apps that access the servers. Data is data on the server, if you can access it you can look at it in different ways. The problems for me here is: 1) I don't have access so how can I compare services 2) I don't know anyone that can, for example compare netsuite with salesforce with workday. I would think only CEOs and CTOs get to do that So I can't really approach any of these companies as a value proposition. Virtually no investors have that kind of access. That means all investors are either flying blind or approaching it from TA or sales/profits/estimates. Hmmm.