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

To: saukriver who wrote (46081)	9/2/2001 6:48:00 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Hello S_river. I think your point is worth looking into more deeply. I don't own any INTC so maybe I can be objective. In my own experience my group has successively moved over from hardware and CPU chips made by Digital Equipment Corp. to ditto from Silicon Graphics and now we are very happy with the price/performance of clusters of PC workstations with "Intel inside." I don't know if that's the direction the whole world is going, but it seems possible. If so, woe unto the likes of Sun. I note with satisfaction that INTC is finally on the 64bit bandwagon, and we'll trade up to them when they get faster and cheaper, probably in 2003. It's very typical that IBM has dropped the use of AMD CPUs and Dell has never used them. Typical of gorillas. I admit I'm not happy with "cyclical gorillas"; it seems almost a contradiction to me. But why is the gorilla like appearance deceptive?