Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gdichaz who wrote (29214)	8/1/2000 8:52:16 PM
From: Uncle Frank	Read Replies (2) of 54805

>> Like LindyBill, I do not think Intel meets the gorilla test. Intel is a king - a strong king - but a king. Intel has no "lock" - not using IPR at least. I don't know what you'd call a lock, but Intel has ruled the microprocessor sector with an iron fist while maintaining gross margins in the 60s and market share in the 70s for over a decade, and that ain't chopped chicken liver, Cha2. When I saw your comment, I decided to quote from the fm to substantiate Intel's primate nature. I found that there were so many references to Intel that it's gorillahood was an intrinsic part of the development of Moore's metaphors. Moore identified Intel as a Prototype Gorilla, and used its characteristics to define "Gorilla". Now you say that you can use your interpretation of Moore's definition to prove that Intel is not a Gorilla. Perhaps one of our academic types will have a fancy name for this type of logic, but I'd simply call it wrong thinking. IMO and that of Geoffrey Moore, Intel is a Gorilla, and not a company to be held or taken lightly. uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next