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

To: Seeker of Truth who wrote (46088)	9/2/2001 12:57:02 PM
From: saukriver	Respond to of 54805

Debated many times on this thread. At the behest of IBM in the 80s, Intel licensed its architecture to AMD. I and others believe that Intel created built-in price competition for itself. The license is so broad that it is a bit of a misnomer to say that Intel has proprietary control over the architecture. (As if, MSFT had granted a license to apple so broad that Apple could spew forth all flavors of Windows). I view Intel as a king. It executes well--until the recent Craig Barrett regime (marked by bumbling through successive quarters of missed numbers)--in a market where there are switching costs. saukriver