SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: saukriver who wrote (36230)12/8/2000 1:43:30 PM
From: John Stichnoth  Read Replies (2) of 54805
 
Re Intel as Gorilla. I read your response a couple of times. Initially, I agreed, but something nagged at me, and causes me to nitpick a bit--

Intel's power as gorilla of the desktop CPU is not threatened. The value of its domain, as measured by future growth in the sector, is the thing being threatened. The reason this distinction is relevant is that it extends the period for Intel to succeed in other domains and gain fast growth elsewhere, while maintaining superior margins in CPU's (over the long term--the present compression of margins is minor compared with what would happen if Intel lost its gorilla power, and CPU's were commoditized).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News