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

To: Mike Buckley who wrote (36456)	12/12/2000 10:17:35 AM
From: saukriver	Read Replies (2) \| Respond to of 54805

Mike, You say Intel is a gorilla, but you also say more precisely that it is a gorilla of "earlier-generation PC-based chips." As you may have guessed, I am not convinced Intel is a gorilla because of the lack of control over the architecture. Even if I bought into the "Intel is a gorilla" position, isn't being the gorilla of "earlier-generation PC-based chips" a bit like being the dominant supplier of handwringer washers or the gorilla of mainframes? Perhaps no reason to sell, but certainly no reason to buy. Also, I am not sure you can point to many markets for other types of chips where Intel is a king. It may indeed be a prince in many and shut out of others. E.g., the markets dominated by BRCM, PMCS, TXN, etc. saukriver