Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (29241)	8/2/2000 2:44:46 PM
From: the dodger	Read Replies (1) of 54805

"...There's been no discontinuous innovation, but there's a proven substitution threat, and I'm typing from it. AMD has taken a significant portion of the retail market..." (from Intel ) I disagree here a bit...(and this pertains to MSFT as well)...I think there has been a great deal of disruptive innovation...but it's not from AMD...but rather the internet itself, and the growing variety of devices used to access it...and INTC's chief competitor right now isn't AMD, but rather the PDA and cell-phones makers. Perhaps there was the equivilent of a "gorilla" buggy whip manufacturer at the beginning of the last century...and they could concievably STILL be holding their dominant position to this very day...but who would know ? -- or care !!! Both Intel and MSFT have obviously addressed this potential pitfall in their current business strategies -- and will probably always be major players in their respective fields of technology -- but whether they will still be THE dominant "gorilla" forces 10 years from now remains to be seen. td

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