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

To: Larry S. who wrote (40436)	3/15/2001 2:25:32 AM
From: saukriver	Read Replies (1) \| Respond to of 54805

Is INTC still a Gorilla? Look, even I would concede that if INTC ever was a gorilla it most certainly still is a gorilla of PC desktop chips. (The Internet is not a proven substitution threat in that pervasive/distibuted networks are not yet here.) The issue is not whether Intel is still a gorilla. The issue is whether it ever was a gorilla. The argument advanced was that Intel was a stong king that executed year after year so well that its performance glossed over the inability of Intel to keep out competition in chips from AMD via a very broad license from Intel that IBM forced Intel to grant. I have submitted that Intel does not have proprietary control over its architecture because the AMD license is so broad as to be akin to co-ownership. saukriver

To: Larry S. who wrote (40436)	3/15/2001 2:53:06 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

As you can see from Saukie's response, this is not a question on which we've reached total agreement <gg>. Personally, I see them as a venerable Silverback of PC processors. They were one of the prototypes on which the Gorilla Game was based. As in the case of Microsoft, their growth rate has slowed to a crawl as they stroll down Main Street, but their still enviable cash flow offers them opportunities to bribe their way into new growth sectors. uf