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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (36456)12/12/2000 10:17:35 AM
From: saukriver  Read Replies (2) of 54805
 
Mike,

You say Intel is a gorilla, but you also say more precisely that it is a gorilla of "earlier-generation PC-based chips."

As you may have guessed, I am not convinced Intel is a gorilla because of the lack of control over the architecture. Even if I bought into the "Intel is a gorilla" position, isn't being the gorilla of "earlier-generation PC-based chips" a bit like being the dominant supplier of handwringer washers or the gorilla of mainframes? Perhaps no reason to sell, but certainly no reason to buy.

Also, I am not sure you can point to many markets for other types of chips where Intel is a king. It may indeed be a prince in many and shut out of others. E.g., the markets dominated by BRCM, PMCS, TXN, etc.

saukriver
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