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So a thing that I have to worry about
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is not just the extant competitor's Heartport,
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but I better think a little bit about who else is coming,
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so I'm going to be thinking a little bit about what Michael Porter,
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who you also looked at I guess,
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is new entry and how do I understand new entry?
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Then if I think about the flip side of Schumpeter
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not only am I worried about some new guys coming in and destroying me,
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but as I come in I'm of course
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competing against some existing players.
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I need to think a little bit
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existing players