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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: John Stichnoth who wrote (36174)12/8/2000 4:29:15 AM
From: saukriver  Read Replies (1) of 54805
 
Internet as a threat to Intel as gorilla. "
"How so?". I just see us getting more and more computer-based as the internet gets more central to our lives and the things we use.

Because the network is getting more and more decentralized on the client side. Computers and interaction to the Net is migrating from the desktop PC to smaller, handheld devices (cellphone, Blackberry, Palm, etc.) The desktop PC is just one access point. People have figured out that bandwidth is more important the chip speed. They replace the desktop PC less often.

So, computers are very, very important to the Net. They just come in a diverse array of clients, and the desktop PC and laptop is the least attractive market for growth at this time.

saukriver
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