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

To: Uncle Frank who wrote (1894)	5/12/1999 8:59:00 AM
From: DaveMG	Respond to of 54805

Anyone notice this? fool.com What's interesting about it to me is not so much the content of the post but the fact that this is a post which has been extracted from the Fool Cisco thread by some sort of editor and then picked up by YHOO, where it gets the weight ordinarily given to "analysts". A few weeks ago, before Pfeiffer was given the boot, Ted David interviewed Pfeiff on CNBC and quoted some SI poster on the RMBS thread who had written up a mock interview with Pfeiffer where Pfeiff dodged questions about whether CPQs problems were the problems of the industry or CPQs alone. Then when people on the RMBS thread started wailing on TDavid about, he posted his defense on the thread. Interesting times we live in...:-) Here's a couple of those posts: techstocks.com techstocks.com Interesting times we live in...:-) Re Gorillas: It strikes me that companies can be gorillas for reasons that are different than the proprietary tchnology/ installed base criteria used by Moore. It seems to me that INTC for example, is in fact the Gorilla of the semiconductor manufacturing space where at the moment it happens to be concentrating on microprocessors. Its' gorillaness comes not from the superiority of its processors but the superiority of its manufacturing operation. Nobody else knows how to manufacture semiconductors on this scale, to get such good returns out of the capital that needs to be constantly invested etc, to leverage this manufacturing muscle in the way they do. Of course controlling the microprocessor market doesn't hurt, but at this point seems to me they'll be able to control any market they choose to attack. Dave