Inteliquent, Inc. (IQNT) : Network Effect, Barriers to entry

Network effect: The value of the service offering increases with the number of carriers and non-carriers connected to the company’s network. The addition of each new customer to its network allows the new customer to route traffic to all of the company’s existing customers and allows all of the company’s existing customers to route traffic to the new customer. In 2013 proxy fight…

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PGT, Inc: Market leader in impact resistant windows & doors

Market leader in Florida: PGT has the #1 position in the market for impact resistant windows and doors in Florida. It has approximately 60% market share in Florida. More than 80% of total sales were generated in Florida. There are some areas in Florida where building codes require impact resistant windows and doors. In 2014, as per Karen Clark & Company’s report…

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Silicon Laboratories (SLAB): Switching cost

A design win occurs when a customer has designed the company’s ICs into its product architecture and ordered products from the company. The amount of time required to achieve a design win can vary substantially depending on a customer’s development cycle, which can be relatively short (such as three months) or very long (such as two years) based on a wide variety…

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