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

To: sditto who wrote (28969)	7/26/2000 11:31:04 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

sditto, You are very correct in asserting DI, OPA, BTEs, and HSCs are required for a potential Gorilla Game to develop. However, just because one company or market has a technology exhibiting those attributes doesn't mean the only outcome is a market with primate characteristics. Crying foul can slow the game allowing value chains to react, standards bodies to engage, and all sorts of other competitive responses to emerge and derail the potential Gorilla Game. it's also quite possible for two companies to focus on the same market using their different OPAs to establish dominance. ... Competing head-to-head may result in a Gorilla Game or may confuse the marketplace, distract the value chain, and create other poor outcomes which also derail the Gorilla Game. You might be right but that's not my understanding once the tornado begins. Please point me to the page numbers of TRFM and/or a URL of Mauboussin's writing explaining that. In both the above examples the result is a potential Gorilla Game becoming royalty - not a stalemate or Gorilla Game played in perpetuity. And as above, please provide the specific writings. I don't remember anything of that sort. I'll owe you big-time if you can alter my current understanding of these issues. --Mike Buckley

To: sditto who wrote (28969)	7/27/2000 8:57:40 AM
From: gdichaz	Respond to of 54805

sditto: Your interchange with Mike is fascinating to those of us who are learning from that process. As an observer of the Q for several years and TXN for decades, I have a suggestion. You are right that as the old story goes, the game ain't over 'til its over. But even with my great admiration for TXN (and INTC for that matter), the brute fact is that the game is a CDMA game and TXN has never been a player (nor has INTC altho once a Q foundry). Suggest this matters. This does not mean that TXN may not come up on the outside and win the race, but TXN starts with a major handicap which for want of a better term I will call Know-How with regard to CDMA itself. Spinco has that - in spades. TXN does not. Best. Cha2