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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (36338)	12/10/2000 12:22:38 PM
From: Mike Buckley	Read Replies (1) of 54805

Apollo, I don't believe discussions of Cisco's IOS, Gemstar's IPR, Qualcomm's patented innovations of CDMA, and the like are "technical proof." But if that's all you need, the software that Intel puts in the CPU might be the technical proof you're looking for. There are so many functions that Intel has added and can continue to add to the CPU in successive architectural improvements that Moore refers to Intel's CPUs as the black hole of the motherboard; profits gained from processes initially placed on the motherboard are sucked into Intel's coffers when Intel puts them in their CPUs. It's that control of the architecture that allows Intel to restrict AMD to perpetually having to resort to living on the low-end crumbs. If that's "technical proof," take another look at the two posts as recently as the last few weeks by Tinkershaw eloquently giving you the evidence I think you're looking for. Those posts go into as much detail about Intel's control of the architecture as any discussion we've had about any of the other companies discussed here. --Mike Buckley

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