Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (32889)	10/7/2000 4:39:07 PM
From: DownSouth	Read Replies (4) of 54805

Thomas, it can be argued that the x86 architecture, because of the huge value chain there, is "fixed". INTC has not really made any architectural changes of significance that were not quickly answered by AMD. In fact, AMD engineered some features that INTC had to reverse engineer. INTC seems to have no intent of further innovations in the 32bit arena and would have a very difficult time doing so because of the weight of the software and hardware architectures built around the x86 architecture as it is. INTC has stated that the 64bit architecture will not support native 32bit execution. It will be emulated, which means it will not perform well. In the meantime, AMD has stated its intent to maintain 32bit native mode execution in its 64bit architecture. INTC's 64bit architecture has a very weak value chain and its strengthening is not apparent. I don't see a tornado there for a while. They are going up against SUNW, the King of 64bit systems, imo. LB convinced me some time ago that INTC is not a Gorilla. I have treated it like a King since.

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