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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (36325)12/9/2000 10:58:30 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Apollo,

there hasn't been any compelling information brought forward here to best answer the question as to whether the PC desktop/notebook MPU by Intel represents proprietary architecture that the value chain MUST have.

If you tell us the percentage of desktop/notebook MPUs that aren't sold or licensed by Intel, I think you'll have your compelling information.

--Mike
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