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

To: DownSouth who wrote (30353)	8/23/2000 2:17:40 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Video, audio, and voice recognition are all good points ... but .... Graphics is increasingly a function of specialized processors on the video card. Audio I am not sure actually takes much processor power ... e.g., electronic music production has been typically limited by the disk. VR is valid at least above a minimum threshold. Bottom line, I'm not sure this is widespread enough and intense enough to keep the average workstation climbing up Moore's curve. Clearly, we will keep soaking up every available bit of power in servers and such so there is unquestionably room for growth. All I am wondering is whether we might see a slowdown in upgrades of average desktop machines compared to what we have seen in the past.

To: DownSouth who wrote (30353)	8/23/2000 2:19:07 PM
From: LindyBill	Respond to of 54805

After doing the involved, lengthy, analysis that I am famous for, and that tecboy commented on, I bought more SUNW today. Got rid of my NXTL to make room for it. No big negative on NXTL, just too many stocks. I am now down to 15.

To: DownSouth who wrote (30353)	8/24/2000 1:07:07 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

For most users, there is no really good reason anymore to go with a top of the line processor, and this is bound to impact Intel eventually.. Also AMD is now producing microprocessors that are about as good as Intel's chips. Both of these are relatively new phenomena. I've been buying PCs since 1982, and until the last year or so always bought the something very close to the fastest Intel machine available. In the last year I've bought AMD powered PCs in the 400MHz range, mainly for Internet use. My most recent PC ordered a couple of days ago has an Intel P3 733 MHz, and I plan to use this one to burn photo CD. Of course there are exceptions, but most people would be better off with a cheaper "slower" microprocessor (anything at 600 MHz or better) and spend the extra money for more memory. I suspect that by the time most people get genuine wide bandwidth (not what we have today only as fast as the slowest link in the chain) 2 or 3 GHz microprocessors will be cheap.The server market and storage isn't big enough to continue to push Intel profit increases at present rates especially once corporate buyers feel safe with AMD. Intel will probably continue to be a first class comany and an OK investment for years, but as gorilla gamers we are looking for the very best profit opportunities. Personally, I think that the entire PC field has seen it's best growth days, so I don't follow it closely anymore. This despite the warm fuzzy feeling I have for INTC, which was largely responsible for funding my retirement from my day job.