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: Uncle Frank who wrote (29218)8/1/2000 9:15:01 PM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
Uncle Frank: Yes, Geof Moore called Intel a gorilla, but what he never did was to make the case for why - he assumed that as best I could tell - perhaps correctly, but perhaps not.

Based on the standards which seem to be used on this, your thread, the proof of Intel's gorilla status is what?

Curious.

What is Intel's IPR or what is it that Intel has to make it more than a King?

You may be right.

But...

And in the large scheme of things, what is the point of this discussion? Are you planning to sell? I long since did - to buy Cisco.

Pleased with the substitution in 1990.

But my post was addressing the here and now, and I suggested don't sell now - whether Intel is a gorilla or king - unless you need the money or there is a better alternative - so what do you suggest?

And all this was in the context of doing the best I could to argue for a long term buy and hold approach consistent with gorilla game principles. Do you disagree?

Puzzled.

Best.

Cha2



To: Uncle Frank who wrote (29218)8/1/2000 10:07:00 PM
From: a_dumb_blonde  Read Replies (2) | Respond to of 54805
 
Uncle Frank, I too agree that Intel is a gorilla . Having said that I am paying very close attention to atmospheric conditions that render completely new value chains for the delivery of sound and images...

Message 14144983

Mike, thanks for the response. The strategy with my moniker is to underpromise and overdeliver <G>

a_dumb_blonde