Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Smacs who wrote (18196)	2/18/2000 2:49:00 AM
From: drew_m	Read Replies (1) of 54805

RE: ATYT Personally I do not belive that ATI, NVDA, 3dfx nor S3 can ever qualify for Gorillahood because their position in the value chain relative to the old Silverback Intel. Yes I know Intel made a mess of the last attempt at 3d, but all Intel has to do is change a slot or two and the vid card mfgs go scrambling for new designs. The vid card market is a mess. My suggestion is that this fine thread could spend its time on other more profitable sectors. I quick re-read of chapter 3 of the RFM will explain why this market (vid cards) will produce no gorilla, no DI. just my .02 Drew /me goes back in my hole..

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