re Intel as an investment, maybe we should touch base in 5 years time?
I suppose so. Good luck. Hopefully, you prove me wrong.
Intel could make minor tweaks in the chip-to-board socket connections, and AMD would HAVE to follow. it dont work (yet) the other way around.
That's true. AMD couldn't have pushed RDRAM into the world either. And thus the gorrilla argument...
re "second rate products etc", look at MSFT. if u ignore the current stock price, and look at their product suite, I would contend that none of them are "first grade" offerrings. Yet they dominate the spaces they play in.
That's a little different. Windows is a natural monopoly. No AMD exists here (Apple doesn't count - completely different value chain). Office is the most popular product in its market segment. Intel, on the other hand, is on an open playing field with Broadcom, TI, etc., and appears to be losing.
I think Intel's a manifestation of what appears to be a widespread trend in the tech sector. As time goes on, given the pace at which industries are moving, and the greater need for "open palying fields" in order to create technology advancements needed for a market to take off, I think that fewer "pure gorillas," such as Microsoft (Windows), Qualcomm, and Gemstar, will take shape. Rather, you might see a lot of gorilla/king hybrids, companies like Intel, TI, Cisco, and Broadcom.
Eric |
