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

To: Uncle Frank who wrote (17596)	2/9/2000 7:49:00 PM
From: A.L. Reagan	Respond to of 54805

Classic Gorilla Gaming re: INTC & AMD. For those with an interest, here's a lengthy, but apparently well-informed, view of the current "state of the game" in INTC's core microprocessor market (dated today, 2/9): www7.tomshardware.com Just as there are legions of MSFT-haters (who have been proven wrong, wrong, wrong time and again), INTC has its own. We've long tended to simply pigeon-hole AMD as the perpetual copy-cat low-end monkey nipping at, but usually being kicked by, INTC's heels. But, there's a complacency danger in assuming this order of things will always exist. The article raised some good red flags about INTC, and motoring around the referenced "tekkie" hardware site as well as some related links, shows that a real gorilla game encounter is brewing between INTC's Itanium and AMD's Sledgehammer as well as in transitional products. The situation appears to be that the gorilla's intermediate market share prospects are (maybe) being one-upped technically, but the gorilla is fighting back in its full marketing/legal/existing value chain fury. (There's also some interesting discussion re: the chipsets surrounding AMD's CPUs, and also Michael Dell's 2/7 comment that the Athlon is "too fragile", which ZDNet's chat room tekkies by and large think is BS.) So, it looks like INTC GG'ers may have some serious watching to do here for the next quarter or two before this latest "monkey" attack plays out. FWIW, AMD is on a huge hiring binge here in Austin for the Sledgehammer project, and appears from anectodotal accounts to have snagged some damn good engineers. P.S. Uf - thanks for keeping the thread "on task."