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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (29286)	8/2/2000 1:01:40 PM
From: Tom Chwojko-Frank	Read Replies (1) of 54805

Would it be fair to say that a gorilla does not have to own intellectual property, but simply needs to control it? For Intel, that IP is the CPU instruction set. While AMD must clone a chip that uses the same (or similar) instruction set, so all the Windows/Linux applications can run on them without any problems, Intel can pave they way. I bet that AMD has been hanging on every word Intel says with respect to 64 bit CPUs. AMD cannot move forward until Intel sets the rules. While Intel was busy architecting and tweaking their product, AMD must have been scrambling and scratching for every bit of information in order to compete with the next generation. AMD has started to make inroads into Intel's market share Just when 32 bit chips are nearing the end of their life-cycle. In fact, it's been argued (though I don't believe it yet), that AMD is starting to get wins in a dying market (PCs). In an earlier post I stated that I hadn't decided on Intel's classification. Reading through the past posts and trying to argue against being gorilla has convinced me pretty thoroughly. Tom CF

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