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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (32925)10/8/2000 2:12:49 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
This is a VERY KEY point. This event was what made INTC a gorilla. It is what gave it a lock on CPU technology, not what gave it away.

It is possible for both to be true. The act of granting the license was key to the transition locking in the x86 architecture in the market. For some time afterward we saw a classic example of a gorilla and a monkey in which the monkey only got so much of the market as the gorilla granted it, forcing the monkey to go after table scraps and changing the rules just often enough to keep the monkey scrambling. But, lately the monkey seems to have taken the initiative and actually seems to be doing better at moving that architecture forward than Intel. This might seem like the tail wagging the dog, but that doesn't make it any less real. This is not how the gorilla-chimp relationship is supposed to work and seems to me to be proof that however powerful the forces supporting the gorilla, one does still have to execute -- no market power is infinite. Intel appears to be trying to take back the controlling position by moving to a non-x86 architecture for 64 bit. If they establish it, they will have taken control again, but what if the market decides it would like to stick with x86?
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