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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: phoenix who wrote (41)	3/11/1999 3:47:00 PM
From: Will Lyons	Respond to of 194

If the deal with netscape puts idtc on the aol desktop and sufficient momentum develops then while not a monopoly IDTC becomes a big fish.

To: phoenix who wrote (41)	3/11/1999 5:25:00 PM
From: Bill Zeman	Read Replies (1) \| Respond to of 194

Roger Thanx for clarifying "barriers to entry". Now Grasshopper understands. It could be argued that IDTC has some special advantages that make it very hard for others to catch up or duplicate: 1. Their newly invented switch is 1/6 the price of all the competition and will be for sale in 3 or 4 months. I assume they have a patent on it to protect themselves. 2. They are the world leader in internet telephony. While this is not necessarily a "barrier to entry", stocks can go a long way on being the leader in their industry, and command superior valuations. For example: IBM (leader in business machines) MSFT (software leader) CSCO (networking leader) INTC (chip leader) YHOO (content provider leader) WCOM (POP and fiber leader) AOL (ISP leader) DCLK (internet add leader) and of course we should not forget SNDK (flash memory leader). 3. An eminent internet IPO spin off is almost a sure thing to pump the stock up in the near future. Lesser quality internet IPO's have garnered huge price rallies for the parent company, and there are only a handful of those out there. Who can boast an upcoming IPO spin off of the caliber of IDTC's? NO ONE!! Bill Zeman