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

To: Mike Buckley who wrote (36337)	12/10/2000 10:06:41 AM
From: Apollo	Read Replies (3) \| Respond to of 54805

Intel.. Regarding the six items you listed about Intel, most of them are classic symptoms of an enabling gorilla in a mass market. Thanks for restating my point. What did you used to tease me about....."the firm grasp of the obvious"? I agree with the idea that there are plenty of footprints about consistent with the gorilla. That was my point. But a "symptom" does not = proof of disease. Many diseases present with the same symptom. In my work, it's rather crucial not to make the wrong diagnosis. I don't think 'technical proof of proprietary architecture' has been established for Cisco, Microsoft, Oracle, Siebel or any other company we discuss. Are you sure of this? I thought DownSouth make an incredible effort to present and explain what is special thru his technical presentation of NTAP, and WAFL for NAS. I think UF and Lindy explained nicely that Cisco's strength was its Internet Operating System. And I think here and on the Q threads, there have been numerous posts explaining Qcom's lock on CDMA, and precisely why CDMA is a stronger digital choice both for voice and for data, over TDMA and GSM. In fact, one reason I sold my Rambus in FAll of 1999, was because I couldn't distinguish between fact and FUD wrt the strength of the proprietary architecture owned by Rambus. They owned DRDRAM, but it wasn't clear whether this was an affordable and workable advance among memory technologies, especially in light of Intel's difficulty in producing the Camino chipset to integrate well with DRDRAM. Likewise, I think you and Stew have nicely laid out the strength of Gemstar's patents and IPR wrt IPGs. These prior examples are more than footprints or symptoms. My take is that Intel is probably a gorilla, based on the footprints. But not based on my crystal clear understanding of its MPU architecture. In fact, why is it the Athlon seemed so easily interchangeable with the Pentium III by OEMs? Mike, if the market was so Intel-dependent on its proprietary architecture, then I don't understand why AMD gave Intel such a run for its money with arguably the best high end PC processor for 2000. Apollo