Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	10/7/2000 1:01:54 PM
From: saukriver	Read Replies (5) of 54805

Dang quiet this Saturday. Let me toss out for discussion a provocative question: whether Intel should be removed from the G&K Portfolio? TRFM clearly thinks Intel is a gorilla. See p. 81. But some on this thread have not been afraid to probe whether Intel has all that much power. The most notable is LindyBill who has offered repeatedly that Intel was forced to license its chip architecture to AMD because IBM wanted a second source. See also Eric Jhonsa's "Intel the Silverback . . . .Stumbling in the Mist?" at Message 14488085 Does INTC have a open, proprietary technology? No, that was licensed away to AMD at IBM's behest. Could it be that all these years Intel has in fact been a king executing superbly against AMD's repeated missteps? If I recall, Intel missed two quarters in 1999 and now surprised with revenue slowdown in Q2 in 2000. Doesn't TRFM suggest you bail when revenue of a king begins to slow? At minimum, the recent performance of current Intel management makes it look like an utter bunch of knuckleheads. Should INTC be moved to the Watch&Wait portfolio? In what market do you believe Intel is a gorilla? If a king, hasn't its revenue slowdowns signaled a time to move on or at least wait an see whether it develops a tornado in DSPs (TXN and Lucent), CMDA chips (QCOM), ethernet chips (Broadcom), or some new market? If AMD steals the high-end chips, what does Intel then control? If you look at Intel in chip market after chip market, how do you escape the conclusion that Intel is getting whooped again and again by the companies mentioned? Maybe it is a prince of servers? For the record, I think Intel is a company that may be able with all its R&D develop a new market it can dominate. Shouldn't it be moved to the W&W portfolio? saukriver

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