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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12091)	12/5/1999 3:44:00 PM
From: LindyBill	Read Replies (1) of 54805

1) requires that end users not have the ability to maintain program software of there Choice on their personal hard disks. Other personal-choice issues are denied. 2) Requires that the IT department deploy and maintain fat server-thin client Configurations instead of continuing with the status quo of networked fat PCs. If that's not discontinuous, what is? Mike, I have got into an "apples and oranges", situation with you. What has caused the pricing pressure on Intel is cheap PC's such as the "E" machine, which is what I mistakenly thought of when you brought up Internet computers. Cheap PC,s, with low priced chips in them, in the business and consumer market, is what has broken the market for Intel, IMO. 1) The Internet computers, with the hard disk on line, have not taken off. 2) The Citrix solution is a minor cause of Intel pricing problems, if a cause at all, IMO.

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