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

To: John Stichnoth who wrote (36174)	12/7/2000 7:00:32 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

John, If the Internet proves to be a threat to Intel, it will be because Intel, like Microsoft, won't be successful moving into the world of handheld devices that will proliferate because of increaseed Internet usage. I'm not suggesting that that's going to be the case, but right now I think it's Intel's greatest obstacle (threat) to overcome. That's why I think we need to be open minded about watching Intel's success rate. --Mike Buckley

To: John Stichnoth who wrote (36174)	12/8/2000 4:29:15 AM
From: saukriver	Read Replies (1) \| Respond to of 54805

Internet as a threat to Intel as gorilla. " "How so?". I just see us getting more and more computer-based as the internet gets more central to our lives and the things we use. Because the network is getting more and more decentralized on the client side. Computers and interaction to the Net is migrating from the desktop PC to smaller, handheld devices (cellphone, Blackberry, Palm, etc.) The desktop PC is just one access point. People have figured out that bandwidth is more important the chip speed. They replace the desktop PC less often. So, computers are very, very important to the Net. They just come in a diverse array of clients, and the desktop PC and laptop is the least attractive market for growth at this time. saukriver