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: areokat who wrote (30357)	8/23/2000 3:23:36 PM
From: Thomas Mercer-Hursh	Respond to of 54805

The question might be is Intel faced with a truly discontinuous or a continuous innovation? I don't know? My sense is that it is significantly discontinuous in a variety of ways. It sure changes the architecture of the applications. I suppose one of the big questions is what percentage of systems, existing and future, are affected. As pointed out, one might well have other applications on the same system that keep one on the curve and this is likely to slow the transition at the very least. But, it is an architecture which has the potential to move us back in the direction of very simple desktop boxes, possibly not even PCs.