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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (7313)10/2/1999 3:08:00 AM
From: Climber  Read Replies (1) of 54805
 
<<Going from a business model that builds the infrastructure and the end-user
product to a business model that does neither in less than a year is astounding, possibly never done before.>>

Mike,

It may not have been the same kind of metamorphosis, or as fast, but Intel also used to be quite involved in a lot of things tangential to their core business, aimed at building "infrastructure" and end users. I remember when Intel was seriously involved in designing and selling several varieties of CAD workstations, "supercomputers," even fax modems (remember "SatisFAXion"? No joke.:)) and of course Intel-branded PCs (not many of those left).

I once worked on a film touting their huge worldwide PC manufacturing operations; they cranked out boxes by the thousands for the likes of AT&T and others ("We invented the 286 -- you can trust us!") It was all aimed at building up the peripheral business surrounding the core, and it all (as far as I know) went by the wayside once the "Intel Inside" program really took off and Intel was able to concentrate more and more on their high margin microprocessor development.

I don't know about the business model that was driving those decisions, but the echoes of those days sound a lot like what I hear coming out of QCOM now.

This thread is great. I lurk a lot. Thanks for letting me toss a couple cents in the fountain.

Climber
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