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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (30353)8/24/2000 1:07:07 PM
From: mauser96  Read Replies (1) of 54805
 
For most users, there is no really good reason anymore to go with a top of the line processor, and this is bound to impact Intel eventually.. Also AMD is now producing microprocessors that are about as good as Intel's chips. Both of these are relatively new phenomena. I've been buying PCs since 1982, and until the last year or so always bought the something very close to the fastest Intel machine available. In the last year I've bought AMD powered PCs in the 400MHz range, mainly for Internet use. My most recent PC ordered a couple of days ago has an Intel P3 733 MHz, and I plan to use this one to burn photo CD. Of course there are exceptions, but most people would be better off with a cheaper "slower" microprocessor (anything at 600 MHz or better) and spend the extra money for more memory.
I suspect that by the time most people get genuine wide bandwidth (not what we have today only as fast as the slowest link in the chain) 2 or 3 GHz microprocessors will be cheap.The server market and storage isn't big enough to continue to push Intel profit increases at present rates especially once corporate buyers feel safe with AMD. Intel will probably continue to be a first class comany and an OK investment for years, but as gorilla gamers we are looking for the very best profit opportunities. Personally, I think that the entire PC field has seen it's best growth days, so I don't follow it closely anymore. This despite the warm fuzzy feeling I have for INTC, which was largely responsible for funding my retirement from my day job.
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