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: Thomas Mercer-Hursh who wrote (32927)	10/8/2000 3:34:54 PM
From: Eric L	Respond to of 54805

Thomas, << This is not how the gorilla-chimp relationship is supposed to work and seems to me to be proof that however powerful the forces supporting the gorilla, one does still have to execute -- no market power is infinite >> I totally agree. Witness SAP. Also agree (with others) that AMD is executing very well (better then they ever have in the past) and the Athlon and Duron are fine products, but so is the PIII (on the Celeron - no comment <g>). << lately the monkey seems to have taken the initiative and actually seems to be doing better at moving that architecture forward than Intel >> No question that the monkey is mounting a strong challenge. When Dell offers an AMD processor in any of their desktops or workgroup clients for home or business, or in their workgroup, departmental, or enterprise servers, I will know that the Intel gorilla is really challenged. This is the way I felt about Microsoft when Dell started shipping their server line with a Red Hat Linux option across the board. << Intel appears to be trying to take back the controlling position by moving to a non-x86 architecture for 64 bit. If they establish it, they will have taken control again, but what if the market decides it would like to stick with x86? >> Then the P4 better fly, and the PIII Xeon better keep humming. I think we are way premature for any 64-bit desktop/notebook CPU tornado. Thats another game. - Eric -