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

To: Mike Buckley who wrote (15692)	1/20/2000 5:07:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Watching the market develop for the Crusoe technology will be great for Gorilla Gamers. It's certainly a discontinuous innovation that makes it easier for end users' continuity. It's a proprietary, open technology with a mass market. It's got all the makings of a potential Gorilla. And to top it off, it aims to topple one of the biggest, baddest Gorillas of them all, Intel. Yes, Mike, we should keep an ear to the pavement in terms of mobile computing and what it all means to gorilla gamers. I wouldn't count Intel out as they tend to rise to the occasion and they certainly aren't a one trick pony. This could be exactly the 'boost' they need. It doesn't hurt that they have $11B sitting in cash at the moment and the fabs to play with. I also would argue that Intel is not the only gorilla affected by the emergence of such new technology. It didn't take long for Intel to counter with: ------------------- Command the power of the Internet Anytime, anywhere. What if you could do everything on a mobile PC that you do on a desktop computer with outstanding performance and speed? Now you can, and at affordable prices. So what does Intel© SpeedStep? technology mean? The new Intel© mobile Pentium© III processor 650 and 600 MHz featuring Intel SpeedStep technology lets you customize high-performance computing on your mobile PC. At 650 MHz, your new mobile PC runs the most complex business and Internet applications with speed virtually identical to a desktop system. When powered by a battery, the processing frequency drops to 500 MHz, conserving battery life while maintaining a high level of performance. Manual override lets you boost the frequency back to 650 MHz when on battery, allowing you to customize performance. Experience the highest possible levels of mobile PC productivity at 650 MHz in maximum performance mode. Or, choose battery-optimized mode whenever you expect to be away from your home or business. The Intel mobile Pentium III processor at 650 and 600 MHz uses the new 0.18-micron process technology, which enables faster computing speed and makes possible the use of smaller chips to create the thinnest, lightest mobile PCs. Intel's SpeedStep technology and Quick Start features further extend PC portability with lower power consumption and improved battery life. Two performance modes for near desktop performance and all the benefits of mobility. Automatic or easy user-controlled switching between two performance modes based on power source Maximum Performance Mode: Near desktop equivalent performance while connected to AC power Battery Optimized Performance Mode: The best balance between performance and battery life 40-50% reduction in CPU power while maintaining 80% of the Maximum Performance The 650 MHz processor will have a 650 MHz Maximum Performance mode and a 500 MHz Battery Optimized Performance mode The 600MHz processor will have a 600 MHz Maximum Performance mode and a 500 MHz Battery Optimized Performance mode Advanced technology in a turnkey solution Easy integration for IT ASIC is on module itself, already on system for component designs No changes to the Operating System needed Power to Perform Over 70 Internet Streaming Single Instruction Multiple Data (SIMD) instructions heighten multimedia performance 100 MHz system bus performance enables faster access to memory and data New 0.18-micron technology provides exceptional battery life through low power consumption, allowing complex applications to run smoothly and quickly Performance-enhanced through Advanced Transfer Cache with 256K full-speed, on-die L2 cache Quick Start technology allows processor to work at lower wattage while idling between tasks Up to 26% greater performance between Maximum Performance and Battery Optimized modes Mobile Pentium© III processor at 650 MHz is up to 189% faster than mobile Pentium© II processor at 400 MHz, as shown by the 3D Winbench* 99 benchmark. (Please refer to new benchmark figures on performance page.) Power management improves mobility, enabling productivity in meeting rooms and on the road Flexibility to take full advantage of convenient AC availability Designed for the thinnest and lightest notebooks to maintain portability Maximize learning experience in and out of the classroom Step into Battery Optimized mode to enhance field trips with digital imaging and reporting capabilities Step up to Maximum Performance mode back in the classroom for enhanced capabilities like embedded audio/ video clips from the Internet Here is why: Performance: Intel© mobile processors have unique mobile specifications that deliver high levels of performance Battery Life: Intel mobile processor based-PCs are designed to save power and provide exceptional battery life Small Packages: Intel mobile processors come in special miniature packages designed to keep cool in small spaces so that you won't need noisy, bulky fans in your PC. --------------- It certainly adds to the entire discussion of the future of computing. Will it all be mobile? What will the dominant OS forces be? I think it is a nice addition to the fold of options available for the end user and encourage discussion on the gorilla gaming aspects. BB