Just some thoughts before I turn out the lights for the evening.
>> I think that this might've been true about Intel in the past, but the recent DRAM wars cast some doubt on this situation.
The possible failure of Intel's dram gambit, one that could only have been attempted by a Gorilla, does not threaten their pongid attributes. They are the Gorilla of microprocessors, not memory.
>> If AMD can outperform Intel due to DDR support, then Intel will most likely be forced to support it for future chips as well.
That's a big if, Eric, but my guess is that Intel never considered going down with the rdram ship if it were to prove unseaworthy.
Think back just a few years when some thought AMD would erode Intel's margins from below. Intel countered with MMX, changing the game/standard, and then took all the share it wanted with Celeron. That's GorillaPower. Imo, AMD exists at Intel's grace.
>> it appears that Juniper and Avici are able to get by in spite of IOS, and like AMD, they make up for their standards weakness by means of having a more powerful product.
It's much too early in the game to come to that conclusion, Eric. Cisco has always faced competitors with superior products, but has won over and over again based on Gorilla dynamics. Let's see how this plays out.
>> Also, Tony Li, who masterminded IOS, currently works for Juniper, which definitely helps out with the compatibility issues.
That's a very astute comment, as it proves you know that IOS is the key to understanding Cisco's pongid power. But the patents Tony helped write reside in Cisco's portfolio.
>> the final result of all of this shouldn't come down to company definitions, but to financial performance. It's the revenue, earnings, and market share numbers that Intel and Cisco put up that matter in the end, and determine how their shares perform.
The purpose of this thread is to identify those companies who have a strong probability of growing revenue, earnings and market share at Gorilla rates. The definitions are extremely important to us as they form the basis for a common approach to evaluating candidates. Quoting from the thread header,
Advocates of the Gorilla Game approach to investing are invited to introduce candidates for inclusion in Gorilla & King portfolios.
Though it's a useful exercise for newcomers, we are not here to debate the merits of a Gorilla Game approach to stock selection. Regular contributors to the G&K hunt accept that Moore's metrics have proven useful in identifying exceptional investments, as judged by growth rate and low risk/reward ratio. Those who are trying to decide if the G&K approach is suitable for them are invited to rtfm, review the first few thousand posts, and ask experienced hunters for clarifications if needed.
Best regards,
uf |
