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

To: gdichaz who wrote (29214)	8/1/2000 7:58:04 PM
From: Tom Chwojko-Frank	Read Replies (1) \| Respond to of 54805

Thanks, I'm not sure which side of the fence I fall as to whether Intel is a gorilla or king. For now, I don't see anything that would cause me to sell (not quite holding a king lightly). But I haven't been playing the game long either, so I'm still learning, analyzing, researching, etc. I'll probably pipe in on Intel's pongid nature when I know a bit more. Thanks again, Tom CF

To: gdichaz who wrote (29214)	8/1/2000 8:52:16 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Like LindyBill, I do not think Intel meets the gorilla test. Intel is a king - a strong king - but a king. Intel has no "lock" - not using IPR at least. I don't know what you'd call a lock, but Intel has ruled the microprocessor sector with an iron fist while maintaining gross margins in the 60s and market share in the 70s for over a decade, and that ain't chopped chicken liver, Cha2. When I saw your comment, I decided to quote from the fm to substantiate Intel's primate nature. I found that there were so many references to Intel that it's gorillahood was an intrinsic part of the development of Moore's metaphors. Moore identified Intel as a Prototype Gorilla, and used its characteristics to define "Gorilla". Now you say that you can use your interpretation of Moore's definition to prove that Intel is not a Gorilla. Perhaps one of our academic types will have a fancy name for this type of logic, but I'd simply call it wrong thinking. IMO and that of Geoffrey Moore, Intel is a Gorilla, and not a company to be held or taken lightly. uf

To: gdichaz who wrote (29214)	8/2/2000 11:04:31 AM
From: DownSouth	Respond to of 54805

Like LindyBill, I do not think Intel meets the gorilla test. Intel is a king - a strong king - but a king. Intel has no "lock" - not using IPR at least. For the record, I, too, classify INTC as a King. Seeing the effects that AMD has had on their product mix over the last 2 years is evidence enough of INTC's royal blood. (Let's not get academically verbose on this right now, folks.) I place JDSU and INTC on pretty equal thrones in their respective markets, with JDSU in a more rapidly expanding one.