New technology that screws up other new technology

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Technology Stocks
New technology that screws up other new technology

An SI Board Since January 1999

Posts	SubjectMarks	Bans
20	2	0

Emcee: David S.	Type: Unmoderated

Introduction Compact

As the length of product cycles gets more compressed, the economic lifetime of a viable technology is getting shorter. Valuing an investment inherently involves within the calculation the factor of time. This is true within biotech and computer software, hardware, etc. Occasionally (occasionally), proponents of a given company overstate the economic lifetime of an apparantly good development. Other times, the lifetime may be underappreciated. Short sale candidates are often technology stocks who miss product cycle shifts and get stuck with unsold inventory. Or, a biotech firm that just spent $100 million on a promising drug believing that THEY would have the best product for disease "X" for 10 years. Analysts model a growth curve extending out 9 years for conservatism. WHOOPS! Forgot that the market was so big that 73 firms worldwide were working on the same problem? Hopefully, this can be a thread to discuss technologies with less bull and bear bashing of individual companies.

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Reply	Message Preview	From	Recs	Posted
20	I found a program called WinTun which purports to evaluate your system and max	Geigartt	-	3/24/1999
19	David et al.: This is not a hard core tech question, but seems to fit on this	Geigartt	-	3/24/1999
18	I still type by cutting up potatos and dipping them in ink. Makes it tough to	David S.	-	1/12/1999
17	Hey, stick around--you can be our guru!	wily	-	1/12/1999
16	Howdy wily, Since I'm in the mother land right now, I thought I would stra	LiveWire	-	1/12/1999
15	never mind - you should ignore me while I am participating in secret military m	David S.	-	1/11/1999
14	I didn't realize you were that helpless--do I have to go slower? Where do I	wily	-	1/11/1999
13	Is there someone in the yellow pages I can call to help me?	David S.	-	1/11/1999
12	Ask the Fûhrer: No, actually I can't even remember what an umlaut loo	wily	-	1/11/1999
11	How do I find those nifty characters on my keyboard?	David S.	-	1/11/1999
10	Maybe so--just thought I'd point that out. Fuher spelling: Fuhrer, with an	wily	-	1/11/1999
9	my guess is that atguard and other programs are a bit more tailorable than the	David S.	-	1/11/1999
8	I have a program that turns off animations and blocks cookies--both at my discr	wily	-	1/11/1999
7	<i>...business models of some internet companies</i> I have been u	Mike McFarland	-	1/11/1999
6	Here's something new. Many portals and web sites get revenue from selling	David S.	-	1/11/1999
5	One reason consumers may not switch from A to B is that they might not know tha	David S.	-	1/10/1999
4	One of the mitigating factors in the drug industry is that even inferior drugs	Biomaven	-	1/10/1999
3	somewhat correct. Nobody has taken the trouble to net out of what are called r	David S.	-	1/9/1999
2	If I understand your description, it is also like a ponzi scheme isn't it?	Geigartt	-	1/9/1999
1	Here's a start - Many internet portals boast of the growth of advertising r	David S.	-	1/7/1999

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