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

To: Michael H who wrote (36571)	12/13/2000 8:38:36 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

The OPA criteria raises the barriers of entries and supports the formation of the value chain. IMHO Intels standard setting ability melts at the moment, because AMD monkey is the more attractive alternative, and even the alpha-gorilla has to give way to his younger follower. AMD is in a position today to set its own standards (e.g. Socket A design). By definition, a gorilla doesn't give way to a monkey that has a niche product. Are you saying that AMD has a discontinuous innovation, around which a value chain will form, thereby unseating the purported Gorilla Intel? Apollo