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To: flickerful who wrote (3879)	11/23/1998 9:50:00 AM
From: Ed Perry	Respond to of 17679

<< From Flickerful's Posts >> …………………………. "The problem runs deeper than Asia's recession. Oki and its compatriots are hardware-centric generalists in an era when wealth is being created by turning out new, narrowly focused technology-not me-too electronic boxes. <=============== Consider Intel in microprocessors, Cisco Systems in networking equipment and EMC Corp. in corporate computer data storage. In particular, why does EMC do so well, with a 35% market share in its line of business and a 19% net profit margin? Because the technology is changing rapidly enough to demand ingenuity and imagination, and because there is a software component to it." <================== "New, narrowly focused technology" and "ingenuity and imagination" (ie. innovation) is what experienced high-tech venture capitalists and savvy tech investors look for. Look ahead to future applications and potential markets. IMO to look behind, for more then rough outlines, is an investment mistake. And from another: "Because we're a small company, there is not enough capital to roll it out," he said." "Though he is operating in new territory, Strickland has ideas about what will and will not work for him. "I can't put on paper exactly what the next step is, Strickland said. He has approached data storage leaders about marketing the product and has received some interest." In sum, the other critical requirements, not commonly noted, are adequate working capital and experienced executive (especially financial) management and not necessarily technical management. Regarding the storage industry, Infostor Mag ran some excellent articles about SAN's in development in fortune 1000 companies (data servers with a serious place for high speed multimedia tapelibrary storage). As soon as Infostor corrects a web site problem I will post a summary and links. Ed Perry

To: flickerful who wrote (3879)	11/24/1998 4:54:00 PM
From: Jess Beltz	Read Replies (1) \| Respond to of 17679

<<off topic>> randy, cheers! hope you're prospering in this market environment! After last year's (this year's) typhoon balmy skies and some smooth sailing shine on, mr. sun jess