Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Morgan Drake who wrote (989)	4/4/1999 1:45:00 PM
From: Grantcw	Read Replies (3) of 54805

Hello Morgan, And a Happy Easter to you and the other Gorilla watchers on this thread. You said... Grant...Gilder sees JDS/UNPH as the "Intel of the Telecosm." I agree that JDS/UNPH definitely has the potential to be an Intel of the Telocosm. Something I've always wondered about is why Intel is considered a Gorilla. I think their market share was so great, at least at one time, that they automatically got the Gorilla name. I don't believe their products carry a gorilla-like feature of being the standard in the industry that every other company feeds off of by making their products compatible. Sure, many companies slap on the Pentium chip name as a marketing tool, but do these companies have to do a lot of changes to their computer box to just change the chip from a Pentium to an AMD chip? It seems to me that they are interchangeable, making Intel a King. I see UNPH as the same deal. They are experts at what they do and will have a nice market share following the merger but don't have the characterists of the Gorilla, unless I'm not up-to-date technologically on their exact products. Appreciate any and all comments on Intel being/not-being a Gorilla. See ya, Grant

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next