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Saturday, 12/20/2014 4:35:18 AM

Saturday, December 20, 2014 4:35:18 AM

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The protocol of Glassware explained. (from HTFBSN Oct 2014 Issue)

GlassWare is a protocol, much like HTTP, WiFi or BlueTooth, only much BIGGER. Let’s expound on this by giving a brief synopsis of these protocols.

HTTP - is the protocol to exchange or transfer hypertext.
WiFi - is a local area wireless technology that allows an electronic device to exchange data or connect to the internet.
Bluetooth - is a wireless technology standard for exchanging data over short distances.

In further explaining these protocols, follow this scenario. One day a guy or gal with broadband in the home wanted to surf using their laptop too. In order to do that, they would either have to unplug the ethernet cable from their PC and plug into a laptop, or get a "splitter".

Along came Broadcom with the concept of transmitting data via a wireless connection. To that end, WiFi chips were then embedded into all PC’s, laptops and mobile devices. This development enabled WiFi to became a standard and revolutionized how data was transmitted to devices via the Net.

Fast forwarding here; today, one doesn’t go into Best Buy and say, I want to buy some WiFi or Bluetooth. Instead, consumers say they want to buy an iPad that is WiFi enabled… the product incorporates the WiFi protocol.

All things considered here, Glassware is also a protocol that could transform how applications/software run through the Net, hardware is delivered to a device and data is retrieved over the Net.

Computing is about to be disrupted with the GW protocol. Devices that contain Glassware (software or the chip) will run/process applications in a much different manner than they do today. Invariably, they will run/process ON or through the Net (Cloud) rather than on the device. The GW protocol will enable any device to run any program (or piece of hardware) through the Net.

This should help explain where Glassware is at today

To REALLY dumb it down, let’s imagine that there’s an invention of a new man made material that is super strong, extremely flexible and won’t break, along with never losing its tensile strength. We’ll call it ”Superstring”, and it can be made in all shapes, sizes and colors etc… The experts have seen it being put to the test; including being stretched, yanked and anything else one could think of! As a result of this testing, they have all come away saying that this is the new super fabric. Ok, great for this company right? Well, not quite yet.

This company (XYZ) still needs to find a product that uses the material (to solve one specific problem) before they start generating revenue. There are literally hundreds of opportunities (jack of all trades master of none) consisting of industrial rope, netting, parachutes and more specifically, cargo nets just to name a few. So, how does a company in this instance go from having a disruptive technology to generating revenue? They start by producing one product that uses this technology AND solves a problem. (sorry for this longish analogy, but readers will get it). Company XYZ decides to produce tennis racquet string made out of “Superstring”. This new product solves one specific problem. Never restring a racquet again!

Not only that, but now think who goes out of business because of “SuperString”. They would be other tennis string companies and people that restring racquets.

Coupled with tennis pros, hitting instructors and tennis racquet companies demoing the new “SuperString” and everyone loving it, XYZ decides in the meantime to start selling individual “SuperString” to consumers (quick sales cycle) to generate minimal revenue.

Moreover, to get even quicker adoption and revenue, XYZ partners with a tennis racquet manufacturer. Let’s say Babolat becomes the first tennis racquet company to offer this new material. This is a huge boon to XYZ, because Babolat does all of the marketing. Instead of XYZ having to advertise in magazines and tennis shops, Babolat simply notifies all of their resellers about this tremendous new racquet. Everyone can guess what happens next. This forces all the other racquet manufacturers to adopt this disruptive technology or face obsolescence and extinction!. The new material (technology) becomes the standard in the tennis industry.

Likewise, XYZ after getting exposure and revenue, then introduces “SuperRope”... another product that solves a specific problem for a much Bigger market. “Super” becomes the new platform for any string/cord related product going forward!

Similarly, think of Kevlar or plastic when they were first introduced. This was really neat stuff, but revenue didn't start ramping until a specific product came out actually utilizing them.

Accordingly, once readers understand that Glassware is a platform (technology) and not yet a product, they will see where Spiffy is in the revenue chain and how BIG this truly could be.

(from HTFBSN October 2014 Issue How To Find Big Stocks)


The author of How To Find Big Stocks and publisher of the How To Find Big Stocks Newsletter

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