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

To: saukriver who wrote (36230)	12/8/2000 1:43:30 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Re Intel as Gorilla. I read your response a couple of times. Initially, I agreed, but something nagged at me, and causes me to nitpick a bit-- Intel's power as gorilla of the desktop CPU is not threatened. The value of its domain, as measured by future growth in the sector, is the thing being threatened. The reason this distinction is relevant is that it extends the period for Intel to succeed in other domains and gain fast growth elsewhere, while maintaining superior margins in CPU's (over the long term--the present compression of margins is minor compared with what would happen if Intel lost its gorilla power, and CPU's were commoditized).