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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: saukriver who wrote (32931)10/8/2000 5:29:49 PM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
None of them addresses the fact that Intel traded proprietary control of the CPU architecture for ubiquity when it licensed the x86 architecture to AMD.

And yet, one of the marks of a gorilla is an open, proprietary standard. How, by licensing AMD to make chips conforming to the standard that Intel had created, does Intel lose control over that standard any more than Qualcomm loses control when it licenses its patents? Indeed, it has only made it more open -- in fact, clearly it was a move necessary to insure its broad adoption. Had Intel properly executed on the gorilla strategy of continuing to innovate on that standard forcing AMD to constantly play catch-up, all would have gone "by the book". It is only in allowing AMD to execute so well that they have risked their position.
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