Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bahama who wrote (1047)	4/5/1999 1:34:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Thanks, Bahama. I was beginning to get confused; if intc isn't a Gorilla, I have a real reading comprehension problem. Their market share and margins are a unequivical testament to their Gorillahood; Kings can't hope to reach those levels. Frank

To: Bahama who wrote (1047)	4/5/1999 4:24:00 AM
From: Alan Hume	Respond to of 54805

Hi Bahama, INTEL : I agree with most of your article, but feel you have missed out INTEL's KEY problem. Their problem is the Caminio chip set, which encompasses RDRAM. Caminio was originally slated for 98. It may be ready in June, or maybe not until September. RMBS is the corner stone of INTEL's memory concept, and all µP platforms starting with Katmai (Pentium III) are scheduled to use it. Without it, INTEL still relies on EDORAM and the PIII remains a lame duck. INTEL is in my opinion a Gorilla, and after this brief lapse will pick up the baton again Alan