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: gdichaz who wrote (15120)1/14/2000 9:38:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
UF: What "mere" King has maintained such high market share, gross margins, revenue growth, and architectural control
over such a long period?

Cha2: JDS Uniphase... For a shorter time, but for greater return than Intel.

Not so, my friend. First of all, they do not have any architectural control. Second, they are a recent phenomenon and need to pass the test of time. Third, their profit margins are negative. Etc., etc., etc.

I'm practicing being nit picky like Merlin <gg>.

uf