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

To: DownSouth who wrote (29278)	8/2/2000 12:50:11 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

G'day, Galahad. Not to be argumentative, but <lol>: >> INTC's attempt at Rambus RAM was to boost the overall power of its processor component architecture I see it differently, and don't think performance was the central issue. Imo they were taking the gorilla route to squash the monkey by changing the rules of the game <again>. >> AMD has taken major bites from INTC's desktop market. To deny that fact is to admit that you have not been to Best Buy and taken a look at the shelves lately. You of all people should realize that the low margin consumer PC is not the prize. It's the enterprise market. Care to estimate what AMD's share is? >> INTC's advantage these days lies primarily in its ability to manufacturer chips more efficiently than AMD--not unlike JDSU's advantage. Aha, now I see where you're going. You are trying to justify an excessive portfolio allocation to a "mere" King <gg>. Jerry, Intel is a Gorilla by definition. And I've got Merlin, BB, and Geoff on my side, which is a first for me. uf