Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mike Buckley who wrote (29224)	8/1/2000 10:07:45 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Mike: In this imperfect world in which we live, I just completed a carefully crafted, well reasoned and (to me) persuasive reply. SI cut me off without a trace just at the last line. So this is briefer. Thanks for the reference. I use the latest edition also so easily found Geof's "case". But, to me what was most interesting was on page 82: "...AMD and National Semiconductor ...both have successful cloning efforts under way. These challenge Intel's margin and force it to compete more like a king and less like a gorilla than it would like to...." Now, you are the expert. I am not. All I am suggesting is that there is less of a clear case for the lock Intel has (particularly in the new world of wireless where it has none) than say that of Qualcomm. In the past, with PC's perhaps. But now? A niche gorilla perhaps and otherwise a king? What? Again I respect your very thorough study and the resultant perceptions, analysis and derived conclusions. But, this is not a clear cut case with the absolute lock that a company such a Qualcomm has as best I can tell and Geof himself says in the passage above - or do I misread? Again, the point I was making was in strong support of buy and hold vs selling when down. What would you suggest? Is holding Intel now a good idea, or not - if there is no need for the money or a more attractive alternative? Best, and respect as always. Cha2

To: Mike Buckley who wrote (29224)	8/2/2000 11:45:50 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Siebel, Oracle, and Microsoft don't have any IPR that prevent other companies from developing competing products. Their software, training material and manuals are copyrighted. Each also has many patents. I believe that they do have IPR that prevents companies from developing competing products. For example, if an Oracle clone RDBMS was developed that provided an RDBMS software platform that would transparently support software developed written with Oracle development tools, no doubt, Oracle would successfully pursue legal remedies that would put that firm out of business.