Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (12091)	12/5/1999 3:22:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> If that's not discontinuous, what is? HDR. Imho, 1, 2, and 3 are continuous developments to existing models. No new technology, just modifications in transactional MO. bwdik, uf

To: Mike Buckley who wrote (12091)	12/5/1999 3:42:00 PM
From: gdichaz	Respond to of 54805

Mike: Your points are well taken and perceptive IMO. Reminds me of the old days on the AOL/Fool networking thread. The thin client / fat server discussion there led to my personal interest in Citrix as the only thin client software supplier I could find in those days. Now wireless phones, PDA's, and palmtop/laptop computers are the hardware for the thin client and the software is supplied by the Q and others in combination. This is why my great interest in handhelds. This is where the wireless/internet nexus is going IMO. Don't care much about the fine points of the discontinuous / continuous debate. Whatever this is, it is a major major change in the real world of access to the internet by wireless. The point is this is a potentially fruitful area to look for royalty IMO. And looking for royalty is likely to be much more interesting these days than trying to find a new gorilla. Agree with LindyBill. Let's get going on the royalty hunt. Cha2 Just to start off, I will nominate Sun Microsystems which has several royalty elements within it. It is a sort of one company royalty basket.

To: Mike Buckley who wrote (12091)	12/5/1999 3:44:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

1) requires that end users not have the ability to maintain program software of there Choice on their personal hard disks. Other personal-choice issues are denied. 2) Requires that the IT department deploy and maintain fat server-thin client Configurations instead of continuing with the status quo of networked fat PCs. If that's not discontinuous, what is? Mike, I have got into an "apples and oranges", situation with you. What has caused the pricing pressure on Intel is cheap PC's such as the "E" machine, which is what I mistakenly thought of when you brought up Internet computers. Cheap PC,s, with low priced chips in them, in the business and consumer market, is what has broken the market for Intel, IMO. 1) The Internet computers, with the hard disk on line, have not taken off. 2) The Citrix solution is a minor cause of Intel pricing problems, if a cause at all, IMO.