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

To: Mike Buckley who wrote (36326)	12/10/2000 2:58:24 AM
From: Bruce Brown	Respond to of 54805

If you tell us the percentage of desktop/notebook MPUs that aren't sold or licensed by Intel, I think you'll have your compelling information. I don't believe it has ever dipped below 80 - 85% market share in the past decade. BB

To: Mike Buckley who wrote (36326)	12/10/2000 9:31:48 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

--Mike, In relation to whether Intel truly controls a proprietary architecture...... if you tell us the percentage of desktop/notebook MPUs that aren't sold or licensed by Intel, I think you'll have your compelling information While I agree with the underlying message here, it disappoints me to see you slither beneath the plane of a nitpicker and precision. <g> BB tells us that Intel's MPU marketshare is 80-85%. While National Semiconductor & Cypress Semiconductor faded as MPU competitors the past 2 years, AMD essentially took most of its growing market share from them, and not from Intel. But, to be purist about it, we still don't know whether this huge and unassailable market share is due to proprietary architecture (IPR), or due to the constellation of dominant factors brought to bear by Intel; namely: 1.Huge and modern FAB capacity; 2.Extensive engineering talent; 3.Huge R&D expenditures; 4.co-production and huge marketshare of PC accessory components, including motherboards, chipsets, and such, that presumably integrate well with the MPUs produced by Intel. 5.Track record, name-brand, and a killer instinct long ingrained at Management 6.$14 billion in cash reserves But technical proof of the proprietary architecture here on this Thread has not been provided. All we can say is that the whole package seems to fit neatly together, which strengthens the suspicion of gorillahood. BTW, I just upgraded my IBM Thinkpad after 2 years, from a PII 266 to a PIII 850. Brighter screen, faster boot and processing, 3x the memory, longer battery duration. Beautiful, and it took a lot less long to install all of my software and files, and make it ready for rounds in the morning. I use my notebook everyday on rounds in the Intensive Care Unit, writing progress and procedure notes, documenting family meetings and end-of-life plans. And all of my computers have 100/250 mb Zip drives; I use the Zip like a floppy, moving all my files daily by Zip; greater capacity for downloading Internet files, and faster transfer than the floppy. Apollo