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

To: areokat who wrote (33387)10/19/2000 5:34:47 PM
From: Judith Williams  Read Replies (1) | Respond to of 54805
 
Kat

in the case of Intel, for example, they are trying consciously to reinvent themselves....

Then the cash they use to buy what they see as "critical future technologies" gets added back. Chan's discipline doesn't come with any guarantee of successful prophecy, primarily because it depends heavily on judgment, but it does reveal something about the direction the company is taking.

On the other hand, whether MSFT's vc investments (or a good portion of them) are focused on "mission critical" technologies rather than the returns they generate and should be included may be a matter of debate.

JW



To: areokat who wrote (33387)10/20/2000 1:00:52 AM
From: techreports  Respond to of 54805
 
One has to wonder...is Intel making these comments to keep the memory companies from claiming that Intel and Rambus are tring to corner the market? Or maybe i'm just a RMBS cheerleader and can't see the truth?

Ya, these comments don't look good, but so what. Intel only has two choices. DDR or RDRAM. What...? They are going to switch to DDR and spend another 100 million or whatever it costs to support a memory that isn't even available?


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