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

To: areokat who wrote (32918)	10/8/2000 12:02:42 PM
From: saukriver	Read Replies (1) \| Respond to of 54805

Thanks for the information on intel. I seem to see a pattern of piling on by competitors and analysts on several of our G&K companies such as csco, qcom,& msft recently. Moore says in LOTFL that these kinds of attacks are exactly what competitors should do. Anything to prevent the gorilla in its quest for greater market share. Let's face it, nobody loves a gorilla except maybe its shareholders. No one is piling on gorillas. I am long Cisco and very long Qualcomm. I ditched MSFT--after holding for 6 years--after I became convinced of many things (litigation risk even if it reverses much the government's judgment, severe brain drain, slowing PC growth rates, etc.) that suggested it was a contained gorilla. MSFT is now down below the price of the subsequent grant of stock options made to employees in April, which may just accelerate the brain drain issue. In Intel's situation, the question is why is everyone so sure it was a gorilla. (i.e., TRFM is not inerrant word from on high.) Can you please identify the market in which Intel is a gorilla and why? In CPUs, it has built-in competition from AMD. What other chip market does Intel dominate? Actually, even shareholders of a gorilla can hate it. Every time my Windows crashes, I cursed Microsoft. It was that when I owned MSFT shares. It remains that way today.