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

To: tinkershaw who wrote (36327)	12/9/2000 11:10:24 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Terrific post, Tinkershaw. It shows the strength of silvebacks in action and validates everything Moore & Gang wrote about the power of a mature Gorilla on Main Street. It should be a Cool Post. --Mike Buckley

To: tinkershaw who wrote (36327)	12/10/2000 2:21:24 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Conclusion: Intel has just changed the rules again, has set a new industry architecture, will continue to retain its 90% market share in the high-end, and AMD is once again, after a valiant fight where it gained some short-term momentum and hope (yet again) for AMD shareholders, is stuck, again, mimicking Intel and stuck in the lower margined discount aisle for processors. Great post, Tinker. A generational upgrade, so to speak, that is significant enough to change the architecture. In theory, the gorilla could have the power to do this over and over again and string the monkey along. None of us really know what the exact implications of the economic slow down will be. However, an architecture change, combined with a new OS upgrade cycle - both from companies that certainly have a 'cash rich' horde of $$$- might benefit somewhat from the 'flight to safety' type of investment that we see in uncertain times. In addition, Intel announced that their R&D budget would be going 'up' to $6.5 Billion from the $6 Billion range. BB

To: tinkershaw who wrote (36327)	12/11/2000 12:28:21 AM
From: Jay	Read Replies (2) \| Respond to of 54805

Tinkershaw <<Benchmarks demonstrate that the P IV with RDRAM sucks, is in fact worse than the P III and Athlon on memory and processor intensive activities IF the software is not specifically optimized for the P IV.>> I've not been able to follow this thread due to my work lately, so if this has been addressed already, I apologize, but could you please direct me to what companies have or are currently optimizing their software for this architecture? Is there something that works with it now? I would see no advantage to buying a computer with this configuration at this time, unless there was some program that processed significantly faster on this machine. If you have links to any pertinent reports, I'd sure be interested in reading them. Regards, Jay

To: tinkershaw who wrote (36327)	1/29/2001 10:28:24 PM
From: Dan3	Read Replies (2) \| Respond to of 54805

Re: Gorillas control the industry architecture; Monkeys mimic the Gorilla. Intersting post. But there is a problem with your analysis. Of all the future chipsets that have been announced and will be available over the next few years only one is for Rambus, and that chipset was committed to over a year ago - there are just about no new chipsets coming for Rambus, even from Intel, and without Rambus chipsets that support the processors coming out during the next few years, RDRAM will soon be gone. The best chipset listing I know of is here. Announced future chipsets are easy to find, they are in bright green typeface. Note that the no longer future 850 chipset is still in green type. users.erols.com So the new standard is clearly the one set by AMD/Micron. By your reasoning, Intel has lost its gorilla status. Intel's most recent chipset announcements have been for DDR - the Intel monkey mimicking the the AMD gorilla? Because that's the point you've just demonstrated. Regards, Dan