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


To: Apollo who wrote (36474)12/12/2000 12:33:46 PM
From: Eric L  Respond to of 54805
 
Apollo,

<< The Intel chip engineer, when asked to describe present open proprietary architecture his colleagues design into the chips, decides it is not a Gorilla. >>

While the chip engineer has a much better understanding of chip architecture, Mike may well have a better handle on what constitutes a "proprietary open architecture with high switching costs".

Then again, none of us have as good a handle on this as we should have, because Moore does not elaborate on it in great detail in the manual even though it is an important distinguishing characteristic of a gorilla.

And so we debate the subject.

No recounts please. <g>

- Eric -



To: Apollo who wrote (36474)12/12/2000 12:55:14 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> The carpetologist thinks Intel is a gorilla. The Intel chip engineer, when asked to describe present open proprietary architecture his colleagues design into the chips, decides it is not a Gorilla.

Has the Intel engineer rtfm and fully grasped the nuances of the Gorilla Game? The inference that expertise in chip design establishes expertise in Gorilla Game theory is faulty logic, Apollo.

As anecdotal evidence, I have worked as an engineer in the semiconductor business.

uf



To: Apollo who wrote (36474)12/12/2000 2:29:31 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
Apollo,

or maybe we should change the rules as we go???????

Anyone who thinks Intel isn't a Gorilla has already changed the rules. :)

--Mike Buckley