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

To: Uncle Frank who wrote (15114)	1/14/2000 1:35:00 AM
From: Sam Johnson	Read Replies (1) \| Respond to of 54805

Sir Dancelot believes Intel isn't a Gorilla since they licensed their patents, but practical measurement convinces me they are. What "mere" King has maintained such high market share, gross margins, revenue growth, and architectural control over such a long period? I had the same thoughts about Intel as I was rereading the manual tonight. On the one hand, they licensed the architecture, ensuring competition from AMD et al, and arguably turned their market into one where execution was more important than in a true gorilla game. On the other hand, their architecture had such strong first mover advantage that they could wield their power by continually keeping everyone else off balance. Whether they're a Gorilla or King, their execution to retain their hold on the market was pretty breathtaking. If they are in fact a King, then the JDSU's and EMC's and NTAP's of the world should be taking notes about how they pulled it off. Sam