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No. of Recommendations: 12
Pavadona

let me just say we will never agree on the issues, analysis, and judgements involved, and I shall leave it at that.
- BeRealCNBC


My first post on this board, which I have been following for 2 months, and it's about something like this. But maybe another voice will help get the point across.

It's not a matter of issues, analysis, and judgements, it's a matter of how a Gorilla is defined in the book (which I have read) -- I won't repeat the criteria here. The fact that AMD would certainly benefit from taking some market share has nothing to do with changing Intel's status of a Gorilla, as defined by the book. The fact that AMD may be a good investment has nothing to do with the book, as it is not a Gorilla investment. If you are arguing based on the criteria in the book that Intel is losing it's Gorilla status, then that would be a good discussion on this board, but you have lost that debate, IMO.

Thanks to all for some helpful posts.

S-Cat
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