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

To: Apollo who wrote (36572)	12/13/2000 9:02:42 AM
From: Michael H	Respond to of 54805

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? When you define a Gorilla as it cannot be de-throned througout lifetime without another disruptive technology, than Intel is not a Gorilla. Has never been then, because we are watching at least the possibilty at the moment. (Hey, TRFM is a very good set of ideas, it is not the condensed wisdom of mankind and is always subject to be proven against reality. Even Moore can err). AMD is Intels monkey, but maybe successfully enough to make a King out of the Gorilla. IMHO Intel is losing its ability to sustain Gorilla status because it is losing their OPA being industry standard. AMD is not a niche product anymore. OTOH I think the movement to 64Bit architecture will redistribute the bananas again. Michael