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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (36414)12/11/2000 2:43:31 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Apollo,

Thanks for sharing Ten's respose to your PM with us. S/he made the best case, by far, of any I've seen that Intel is a King.

If s/he had clarified in detail the basis of the opinion that "the x86 architecture is now an open architecture that Intel can no longer keep to itself like Microsoft can with Windows," my vote might have been swayed. That's because I assume Ten is saying that the architecture is no longer essentially proprietary. Is that because critical patents have now expired or is it because of Intel's reaction to market conditions?

Regardless, if Ten is correct about that, it presumes that a Gorilla market can morph into a King market. Do we have any examples of that happening in the past?

--Mike Buckley
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