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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (37632)1/8/2001 12:35:38 AM
From: kumar   of 54805
 
re turf war ... between TI and INTC.

Even if for academic purposes, I think it would be interesting to watch this unfold. Reasons :

- INTC is the Gorilla for Microprocessors for PCs.
- INTC has no dominance in the DSP area
- TXN is the dominant player in the DSP area.

Watching this turf war will help us clarify some issues :
- Is INTC a Gorilla that used its power to dominate an adjacent technology area ? OR
- Is INTC a Gorilla/King that tried to invade another royalty domain and got burnt ?

cheers, kumar
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