Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (697)	3/7/1999 11:01:00 AM
From: Bahama	Read Replies (1) of 54805

Hello Mike, I'd second the nomination for "non-gorilla" W/R/T BRCM. Yes, I know what their CEO says about them becoming the next Intel. I tend to turn my "all-pass" filter on when listening to CxO's. As for not being gorilla material, I'd cite the fact that most if not all their products are designed to industry standards, meaning they WILL have many competitors, and most of the products WILL be commodities. It's probably more correct to say that their products will be included in end-consumer products that will be commodities, since the end consumer won't likely have a brand preference for BRCM unless they mount some successful "Broadcom Inside" campaign. No proprietary architecture with high switching costs. As you said, it's possible things may change in the future, but they'd need to enter some entirely new market in order to gain those advantages. re:<< even their high-end storage, could become commoditized.>> I'm not sure I follow since "high-end" by definition isn't commoditizable (is that a word? it is now:o)) because high-end is a small percentage of the market. Did your friend elaborate any, perhaps suggesting companies and product scenarios? thanks.

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