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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12018)	12/5/1999 1:23:00 AM
From: pann1128	Read Replies (1) of 54805

Mike, I am afraid I have to go with Lindy on that one. I disagree. The pricing pressure was indeed due to the threat of many discontinuous innovations -- the so-called Internet Computers and Network Computers that threatened the Wintel control of the market by reducing total cost of ownership. If you talked to almost anybody at Intel, they will tell you that Intel faced pricing pressures as a result of AMD. There was no discontinuous innovation that caused it. Before AMD was succesfull in putting a competitive product in the market, Intel was not pressed to upgrade their processors. In fact they would often withhold faster, better chips to milk the existing product line. Not so any more. Now about having not having a lock, and still being a Gorilla, maybe so. Intel was smart enough to build up the manufacturing prowess and capacity to a level insurmountable by anyone. They plowed massive amounts of cash into this and created a barrier to entry. No boxmaker of significance could rely solely on a different supplier. In this regard JDSU is setting themselves to be like Intel. Hoping to lay low now and not incur the wrath of the GG gods :-). Cheers, Piyush

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