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

To: gdichaz who wrote (29223)	8/1/2000 9:28:51 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Cha2, Geof Moore called Intel a gorilla, but what he never did was to make the case for why. He devoted three pages to making that case, beginning on page 81 in TRFM. The section is titled, "Gorilla Power at Work: The Example of Intel." Based on the standards which seem to be used on this, your thread, the proof of Intel's gorilla status is what? The "proof" is so much better stated in pages 81-83 that I won't bore you with a paraphrase. What is Intel's IPR or what is it that Intel has to make it more than a King? Your premis is wrong. IPR per se isn't needed. Siebel, Oracle, and Microsoft don't have any IPR that prevent other companies from developing competing products. The key isn't that the IPR ties competitors' hands. Instead, the key is that a company's product is accepted as the de facto standard. Read pages 81 - 83 and tell me where Moore and Gang are wrong. --Mike Buckley

To: gdichaz who wrote (29223)	8/1/2000 9:32:23 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> the proof of Intel's gorilla status is what? The analyses of Intel's gorillahood are found scattered throughout the Gorilla Game. If you have a copy of the original manual, please review pages 4, 9, 37, 38, 40, 42, 49, 50, 54, 59, 63, 65, 70, 71, 73, 74-76, 84, 94, 98, 144, 161, 162, 167, 171, 222, 312, 313, and 316. I'd appreciate your feedback afterwards. I hold positions in Silverbacks Intel and Cisco in the form of LEAPS, and have no intention of retiring them. As they come near to expiry, I will roll them out, and will continue to do so until I see a proven threat of substitution. uf