Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (32891)	10/7/2000 4:48:32 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

INTC has not really made any architectural changes of significance that were not quickly answered by AMD. In the earlier years, it seemed to me that AMD was being a classic chimp, but as you say, they seem to have gotten so good at it, that in recent years they have been pushing INTC pretty hard. 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. I find this difference very interesting. If it turns out that AMDs choice allows people to stay within the x86 architecture and keep climbing to higher and higher levels of performance, I can imagine this being a pretty viable choice while INTC basically needs to create a new value chain behind its new architecture and, as you say, there are some other folks who are already squating in the 64 bit space quite firmly. What do we call it when a gorilla stops making the product that made them a gorilla and lets the former chimp take over the product and continue to move it forward? Abdication?

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