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)	10/8/2000 12:11:59 AM
From: mauser96	Read Replies (2) of 54805

Intel is a King , of the old fashioned powerful type, not today's constitutional monarchs It looked like a gorilla because AMD was so weak and unable to execute well. Now that AMD has finally started to get it's act together, we can see that the silverback was really just a big man with graying hair under his crown. A lot of brand new applications demanding the supposed speed of 64 bit will have to appear for it to form full tornado with a mass market. With my newer 32 bit computers I find that I seldom have to spend more than a few seconds waiting ., As computers become a commodity, competition inevitably revolves around price . I perceive 2 possible markets - a 32bit mass commodity market and a 64bit technology that might be able to ignite bowling alleys and niches but have little chance at a true mass market tornado at the consumer level because the space is full.There may be more opportunities at the business level. Helping 64bit might be their break from the past residual DOS and creaky x86 code - maybe they can get Microsoft to produce truly customer friendly reliable software

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