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

To: DownSouth who wrote (29623)	8/8/2000 12:01:13 PM
From: the dodger	Respond to of 54805

"...So, you see, the court cases did NOT go in INTC's favor completely and, in fact, gave license for AMD and others to move forward beyond the x386 design, though with no help from INTC. I'm not sure I understand the point you're trying to make here...I said I thought "the lawsuits over IPR seemed to play an important role" -- not who won, etc... Wasn't really looking to get into this...but I think the importance of the lawsuits was that it created uncertainty which tied AMD's hands as far as their ability to expand manufacturing capacity (and that created a problem that plagued them for years to come)...meanwhile, INTC was ramping up production as fast as they could...and eventually giving INTC the 'critical mass' to be the dominant supplier of microprocessors -- i.e., capturing a bigger piece of a growing pie. (And I say this now with the benefit of hindsight -- because I certainly didn't realize it at the time -- or I would have bought much, much more.) My original post was in response to a question posed by Mike Buckley...who asked "when were PEG ratios on "gorillas" reasonable?" In retrospect, that was a great question...because I think I learned the real answer while trying to answer it -- "never" !!! I got in early on Intel BEFORE they dominated their market, and amidst a great deal of FUD -- and I completely chalk that up to 'dumb luck', because I was much more of a fundamental "value player" at the time. If INTC had been $10 more bucks a share, I almost certainly would never have bought in. td PS -- I also came close to dumping it when they started their "Pentium Inside" campaign -- I thought it was a COMPLETE waste of $$$ -- boy was I wrong !!! <G>