Although I admire a lot about Gorilla Game theory, this is one of the areas whre I'm a little at odds with it. Intel's exact definition as a king or a gorilla or a prince or a turnip, based on Moore's guidelines, isn't the most importnat thing. What matters, rather, is Intel's investment potential, how much you think it'll grow in the future, what margins it'll have, how much market share it'll gain/lose to AMD, how successful it'll be in the cell phone DSP area. Perhaps these numbers will manifest the fact that Intel is in fact a king rather than a gorilla, or vice verca. However, either way, it's importnat to remember that it's the numbers, not the GG classification, that matters in the end.
With all due respect,
Eric |
