Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (32915)	10/8/2000 11:53:20 AM
From: saukriver	Read Replies (2) of 54805

I can not for the life of me see how INTC went from a gorilla to king. There has been no discontinuous innovation to replace theirs in the arena we they achieved the gorilla advantage and participated in recurring tornados (32-bit desktop CPU and motherboard). The issue is not what discontinuous innovation displaced Intel's gorilla status. The issue is whether Intel was ever a gorilla to begin with. It licensed is technology to AMD, thereby giving away a lock on it CPU technology. Many will agree with you that there has been no discontinuous innovation. The question is whether it was ever a gorilla to begin with. It was a king that benefitted for years from having AMD--the gang that couldn't shoot straight--as its licensee.

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