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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Tam who wrote (10964)11/23/1999 5:17:00 AM
From: unclewest   of 54805
 
And a question for the thread. Does INTC still have gorillaship? Does anyone really need an Intel processor now more than AMD?

intel has about 85% of the market.

amd lost $400 million last quarter. at that rate they run out of cash next year.

i also saw recently that dell and gateway refuse to use amd processors.

i do not believe amd is much of a threat to intel, no matter what joe osha says.
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