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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: saukriver who wrote (46103)	9/2/2001 5:30:02 PM
From: techreports	Read Replies (2) of 54805

I think you are correct. On 64-bit processing, Intel may become a gorilla. My guess is that that battle is not a foregone conclusion. I have concerns that the 64-bit chip market may not take off readily. Businesses and homes don't need the latest chip as much as some think. The old stuff proves "good enough" for quite awhile. According to Intel, they plan on moving 64-bit computing into the consumer/desktop market in 2005/06. Eventually you gotta think 64-bit computing will be in the hands of consumers..which means the consumer market will become a gorilla game as well. Even if IA-64 doesn't move into the consumer market, the fact that Intel has only one real competitor is still an unbelievable business. btw, what kind of revenues can Intel expect to generate from these chips that will go inside servers? I emphasize that I don't own it and consider it too expensive. We are just discussing the matter of "is Intel (becoming) a gorilla?" Just wondering, but why do you consider Intel too expensive?

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