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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: SI Bob who wrote (54780)	3/1/2006 10:27:54 AM
From: TigerPaw	Read Replies (1) of 54805

J.P. Morgan Cuts Intel Estimate thestreet.com Shrinking market share at Dell is causing Intel's microprocessors to pile up and could cause the chipmaker to miss first-quarter revenue estimates, J.P. Morgan said in a research note Wednesday. As a result, J.P. Morgan lowered its estimate of Intel's 2006 earnings to $1.03 a share and warned that "additional potential downside" exists. The brokerage also cited competition from Advanced Micro and slowing personal-computer growth. Intel seemed to have all of he Gorilla advantages and was maximizing their proprietary power. There seems to be an important lesson here for other companies who use their market position to enforce a proprietary advantage - It had better work! Intel's two big efforts to move the industry to their own standards failed. The Itanium-64 was too long in development and required too much reinvestment in software. The Rambus chip interconnect just didn't work as advertised leaving intel with no high speed interconnect solution. Even a gorilla must keep up with the changing times.

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