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Technology Stocks : Gorilla Game
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To: Frank Walker who wrote (274)8/1/1998 1:18:00 AM
From: Shane M   of 387
 
I think Intel should still be considered a Gorilla because they still control the standard and where chip technology is going. They also have substantial externalities - every software vendor currently supports whatever features INTC incorporates. Kings lead their markets through superior execution (like Dell), but Gorilla's lead their market through control of the standard, in INTC's case the chip architecture.

Should some other chip company take this control, then we must question INTC 's status. For example, should AMD/Motorola/etc begin adding proprietary features to it's chips and sufficient #s of vendors support this in the software, then the situation changes. But the book teaches that this very rarely happens. Rule #1 is never attack a Gorilla unless you're already a gorilla.

Shane

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