SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: JRH who wrote (6459)9/16/1999 7:46:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> ASICs, as noted on page 51, have proprietary architecture, but do not have high switching costs, thus denying Q ASICs gorilla power.

Switching costs are low, but barriers to entry are high. Lots of engineering on an extremely complex system, plus licensing fees to Q. That's where the Gorilla power lies.

uf