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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DaYooper who wrote (36049)12/6/2000 9:37:33 PM
From: Mike Buckley  Read Replies (1) of 54805
 
DaYooper,

Corrections, if necessary, by the head nitpicker would be appreciated.

With a door opened that wide, how could I resist the temptation to walk in? :)

[Nokia:} Not a chimp actually, in gg terminology. Closer to a monkey

I don't pretend to know all the markets Nokia is in. If you're referring to the handset market, that's a royalty game in which Nokia doesn't have twice the market of its next largest competitor. That makes Nokia a prince.

but TXN is a better example of a monkey - to spinco - not q classic. Probably best described as just another member of the value chain or as a king in the commodity business of device manufacturing.

I don't know about TXN's market share. If it's got twice the market of its next largest competitor I'd also call it a King.

The issue of whether or not it's a monkey is fuzzy (that's fuzzy, not furry! :) for me. That's probably true mostly because I don't focus on the low tier that monkeys occupy. Noting that the distinguishing characteristic of a monkey is that it sells 100%-compatable products to the gorilla at a discount and that we don't know what the pricing policy of TXN's chips will be compared with chips sold by Spinco, it's probably too early to clearly label TXN relative to that issue.

I agree wholeheartedly with you when you write that TXN is "best described as just another member of the value chain." If I were to disagree, it would be in the area of emphasis. It's not "just" another member. It's one of the more valuable members. Howz that for nitpicking?!

--Mike Buckley
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