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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (12018)	12/4/1999 10:59:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

The Monopoly Game Let's play our own version of the game, Monopoly, in which the only person who can lose is me. I'll send $1.00 for each time the word, "monopoly," is discovered in either version of the manual. (Not both versions!) The person who finds and properly documents the most number of times the word appears will be the recipient of the proceeds. To qualify, the following data must be noted within ONE message: the version of the manual, the page number on which the word is printed, and the number of times the word appears on each respective page. Documentation of the above must appear in this public folder. There is no limit to the number of submissions a person may make, but only the last submission will be considered. In the case of ties, the proceeds go to the first person to properly provide the winning documentation. The qualification period ends at midnight, December 31, 1999. The time/date stamp that appears at the top of each message as it appears on my monitor is the game's official clock. The sponsor of the game :) assumes no responsibility for SI's technology, prematurely developing Y2k incompatibilities, or other issues that might prevent a contestant from posting a message. The sponsor of the game reserves the right to further clarify rules should they prove to be ambiguous, confusing or fail to properly address all needed situations. Did I leave anything out? :) --Mike Buckley

To: Mike Buckley who wrote (12018)	12/5/1999 1:23:00 AM
From: pann1128	Read Replies (1) \| Respond to of 54805

Mike, I am afraid I have to go with Lindy on that one. I disagree. The pricing pressure was indeed due to the threat of many discontinuous innovations -- the so-called Internet Computers and Network Computers that threatened the Wintel control of the market by reducing total cost of ownership. If you talked to almost anybody at Intel, they will tell you that Intel faced pricing pressures as a result of AMD. There was no discontinuous innovation that caused it. Before AMD was succesfull in putting a competitive product in the market, Intel was not pressed to upgrade their processors. In fact they would often withhold faster, better chips to milk the existing product line. Not so any more. Now about having not having a lock, and still being a Gorilla, maybe so. Intel was smart enough to build up the manufacturing prowess and capacity to a level insurmountable by anyone. They plowed massive amounts of cash into this and created a barrier to entry. No boxmaker of significance could rely solely on a different supplier. In this regard JDSU is setting themselves to be like Intel. Hoping to lay low now and not incur the wrath of the GG gods :-). Cheers, Piyush