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

To: Doren who wrote (32676)	10/1/2000 2:20:37 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

If you look into the future I think the Transmeta chip will kill Intel and the PPC in the notebook area. Their low energy strategy makes a lot of sense. When the Transmeta chip first came out, I was a little disappointed that the technology had been used to produce yet another Intel clone rather than something new. But, it did seem that, if their technology could substantially undercut the power requirements of Intel, that they might have something. But then, wasn't it just a few weeks later that Intel announced a new chip with substantially lower power requirements that were not that far from Transmeta's? Predicting that Intel, a gorilla, will be toast based on that kind of competition seems highly questionable to me, particularly as time goes on further reductions in the power requirements of the CPU will become meaningless as an increasing fraction of the power consumption will come from other parts of the computer. At this stage it would seem to me that we are at that point Christensen describes where a new technology doesn't actually compare that favorably with the existing technology and needs to find a new market where its particular features will be valued.