You are exactly right. I think most commonly people confuse mix start up companies that offer something unique, that no one else can offer, with companies that are offering a product that's already in the market.
Example: Vaporless ecigs are unique. (so there's no competition against this product, esp. considering the patents)
verses, oh let's say, a 'new' brand name tennis shoe.
It might be an awesome shoe and great quality but the problem is the market is saturated with name brand shoes, and on top of that the big boys (nike, reebok, etc) have already taken hold of the shelves at shoe stores, so there is no room for a newbie (99.999 % of the time)
Perhaps if the owners of that 'new' shoe brand have a track record and maybe in the past they are the same people who created 'nike' brand then of course investing in THAT start up is smart. But if it's a no name somebody, with a new product in a market that's full, it's a bad investment.
With SFIO you have something similar to oh say, Facebook. It's new. No one else has used it before. It's a great idea. Makes sense. and there is MILLIONS of people who will at least try it. No this is not facebook LOL, but I saying that's the comparison you can draw in terms of uniqueness, and THAT means EVERYTHING esp. considering the industry is -ecigs which IS going to be absolutely huge.
Everyone is worried about if the company has the internal pieces to 'make it happen' but what no one ever talks about is the external forces. See, when e-cigs get real popular, these e-cig stocks are going to pop.
I say it all the time!
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