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

To: Grantcw who wrote (1021)	4/4/1999 2:24:00 PM
From: Tony Viola	Respond to of 54805

Grant, Appreciate any and all comments on Intel being/not-being a Gorilla. You're right. 1. Having a sales lead of 26 billion to 2.5 billion over their nearest rival in microprocessors, AMD, doesn't warrant gorilla status. (Overall corporation sales, not just MPUs). 2. Having 100% of the NT workstation and server microprocessor markets (minus a relative handful of Alphas) means nothing. AMD has zilch. 3. Having the #1 say among IBM, Dell, Compaq, HP and all the others wrt CPU, bus, cache and I/O architectures is trivial. AMD has no say. 4. Having all the major players in the world designing servers around their first 64 bit CPU, Merced family, is garbage. AMD has no known plans. Goddam, a gorilla takes his eye off the banana for a second and people go looking for an 800 pound casket.

To: Grantcw who wrote (1021)	4/4/1999 4:40:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Grant: Since I have nominated Uniphase, I will comment on "The Intel of the Telecosm". Yes, think Gilder is correct for the reasons he outlines in abundance. Not only that but Uniphase provides the vast majority of active fiber optics "widgets" (technical term :-) ) - the pumps, lasers et al but its soon to be merger partner JDS Fitel is the major supplier of passive "widgets". Perhaps a technology wiz here will amplify. :-) Also think this is a nominee for royalty - not a gorilla - at least not yet and probably never. And by the way, not to delve too deeply into the gorilla-ness of Intel, but I agree that Intel is not now a gorilla - even if it once was - no way does it have any lock on a technology sufficient for that status - and market share shrinking as movement is away from Wintel. But don't wish to drag the thread back into the Microsoft "discussion" through the Wintel back door. :-) Chaz too