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: LindyBill who wrote (36446)	12/12/2000 12:13:17 AM
From: Mike Buckley	Respond to of 54805

I am sure that a lot of casual readers of this board think we are embroiled in an argument over how many Angels can dance on the head of a pin! Not to worry, Lindy. Casual readers of this particular board probably don't hang around very long. :) --Mike Buckley

To: LindyBill who wrote (36446)	12/12/2000 12:17:57 AM
From: slacker711	Read Replies (4) \| Respond to of 54805

I am sure that a lot of casual readers of this board think we are embroiled in an argument over how many Angels can dance on the head of a pin! I really dont think that the classification of Intel is nitpicking....though the involvment of Mike Buckley may negate my argument ;-). There are two issues that I can think of that this argument could help us focus on.... 1) If Intel is a King, then there is a HUGE divergence in the relative strengths of the various Kings. Perhaps we should look closer at Kings and attempt to classify the strength of its postions. Two companies that come to mind are TXN and JDSU.... 2) An issue that will become pressing in about a month....what should Gorilla investors do with their SpinCo shares? SpinCo will have some similairities to Intel in the CDMA market. They will have a huge marketshare in the IS-95 chipmarket, with some control over the direction of future enhancements. In the W-CDMA market they will probably bring an overwhelming amount of expertise, but they will have little control over the standard. Has any consensus been reached about SpinCo's status? Slacker