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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: saukriver who wrote (36466)12/12/2000 11:14:27 AM
From: Mike Buckley   of 54805
 
You say Intel is a gorilla, but you also say more precisely that it is a gorilla of "earlier-generation PC-based chips."

Remember that this is only one way of looking at Apollo's construct, a construct I don't agree with.

Even if I bought into the "Intel is a gorilla" position, isn't being the gorilla of "earlier-generation PC-based chips" a bit like being the dominant supplier of handwringer washers or the gorilla of mainframes?

Regarding washers, no. That's a royalty play. Regarding mainframes, yes.

Also, I am not sure you can point to many markets for other types of chips where Intel is a king. It may indeed be a prince in many and shut out of others.

I'm sure that I can't. :) That's because I don't follow those sub-industries closely enough. However, if Intel isn't a king in most markets, and if Intel isn't a Gorilla, how can it be logically deduced that it's a super King?

--Mike Buckley
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