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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: saukriver who wrote (36295)12/10/2000 7:34:04 PM
From: John Stichnoth  Read Replies (1) of 54805
 
Hi, Sauk--

If CPU's were truly commoditized, they would not be enjoying the "high relative selling price for a PC chip" that you note. Further evidence that Intel is a gorilla is its ability to push the RDRAM standard, and to force the move to the Pentium IV architecture--which freezes AMD.

Of course, if I'm wrong the P4 will fall flat, and I suppoose the jury isn't out on that yet. :o(
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