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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (30503)	8/25/2000 3:57:15 PM
From: Thomas Mercer-Hursh	Read Replies (2) of 54805

OTOH, price and features being equal, most would prefer a Pentium over a Althon. Someone posted on this forum recently that they had heard that high end gamers were actually preferring the AMD since it produced higher performance. This doesn't negate what you say for the broad market, but it is certainly a new state of things. I think we have an interesting landscape ahead of us in this realm. We have Intel with IA-64 which will give us 64 bits, but breaks with the x86 architecture and the P4 which will stick with the architecture and 32 bits. But, on the other side we have AMD doing a chip that preserves x86 compatability and provides 64 bits while presumably going faster and faster on the 32 bit front as well. Combine this with server platforms where more power seems always welcome, a fraction of the desktop market where the same is true, but the focus of what kind of power is different (i.e., specialized graphics processors and such may be as relevant as what the main CPU does), and then a broad range of PC users who don't really need any more power, and it should be interesting to see how the numbers develop.

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