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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (36176)12/8/2000 4:37:22 AM
From: saukriver  Read Replies (1) of 54805
 
If the Internet proves to be a threat to Intel, it will be because Intel, like Microsoft, won't be successful moving into the world of handheld devices that will proliferate because of increaseed Internet usage. I'm not suggesting that that's going to be the case, but right now I think it's Intel's greatest obstacle (threat) to overcome. That's why I think we need to be open minded about watching Intel's success rate.

As always Mike, you are succinct and gentlemanly. But I think you are too kind to Intel. It is getting its head handed to it in virtually all chip markets outside of the PC. Witness Intel's capitulation to Qualcomm on the CDMA chip market, Qualcomm's alignment announced last Monday with Texas Instruments (leader of the DSP chip market), and then Intel's somewhat desperate investments announced on Tuesday.
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