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

To: hospitalman who wrote (19625)	3/9/2000 4:32:00 PM
From: Douglas Nordgren	Respond to of 54805

Ken, As I stated, I am no student of the GG so maybe I should just shut up and let others address the issue of INTC's Gorilladom in new markets. One factor to consider though is that InfiniBand marks a fundamental and disruptive change in Computing I/O Architecture. Much of the industry debate prior to the formation of the IB Alliance revolved around the issue of Intellectual Property rights and licensing. I am not privy to the resolution of the licensing arrangement. Perhaps someone who is more knowledgeable, and connected, than I am can shed some light on the IB IP question. Regards, Douglas