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


To: LindyBill who wrote (604)3/1/1999 7:50:00 PM
From: Bahama  Read Replies (3) | Respond to of 54805
 
The trouble with Gorillas, there's always someone following them throwing out banana peels to try and get them to slip and stumble. Neverending. Speaking of Intel's "banana peels" in particular, what are the threads views on the privacy issue (the embedded key which allows unique identification)? Would this make you:

a)absolutely not buy it
b)less likely to buy it
c)indifferent
d)more likely to buy it

[**'key' may be the wrong word. I'm not sure whether the number sequence has properties of a cryptographic key or is just a unique identifier.]

And question 2: Does the ability to easily enable/disable this feature affect your decision in any way?

Before I comment, I'd like to see some viewpoints along with reasons for your view. I'm just wondering if the viewpoint is overwhelmingly lopsided, and if so whether that might be real stumbling block.



To: LindyBill who wrote (604)3/4/1999 9:08:00 AM
From: DownSouth  Respond to of 54805
 
LindyBill,
AMD is making little or no margin on its chips. INTC is making an acceptable margin on the low end and can drop prices further, as its manufacturing is much more efficient.

I suggest we take this discussion to the INTC thread, as it goes on there everyday, over and over and over and ....