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 Strategies & Market Trends | Gorilla and King Portfolio candidates - Moderated


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To: DownSouth who wrote (30)10/24/2003 8:43:56 PM
From: Tony Strickland
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I'm still here all the time as well. Funny I was thinking about the Lindy Bill dance deal as well.
UF... after all these years, and with your advise, I am totally off margin. Had you not warned me I would be out of the game today.
Waiting...maybe not as patiently as i should.

Tony

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To: Uncle Frank who wrote (21)10/24/2003 9:14:28 PM
From: Eric L
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The AMD Monkey (and Proprietary Architectural Control) ...

« Why would you call them a Chimp, Eric? »

I simply borrowed the appellation from Mike Magee in this instance because he used Chimpzilla in the article to describe AMD. I'll permit him a little poetic journalistic license to do a take off on Gorilla Chipzilla.

<< I thought they were a classic Monkey... ie, no differentiated product. >>

They probably are. I've assumed Monkey as the proper appellation for our purposes.

Long time holder of the Intel gorilla here, I've have never owned a desktop or laptop computer without an Intel microprocessor inside, and probably never will.

Likewise any microprocessor based systems I've ever sold - small or large, and dating back to 1974 - including some stuff using Data General's excuses for an OS and IBM's (WARPed) OS2 derived from Microsoft's OS2, have been based on Intel architecture.

I'm excluding some ancillary stand alone systems IC components of a total systems solution that have used processors from Siemens (Infineon), ST, Hitachi, TI, or Atmel.

I have candidly never paid much attention to AMD (the company or the stock) although I do follow what they do with processors reasonably closely and I agree with Mike that we need AMD to keep Intel innovative. There is no denying that they have done so.

Meantime, I recently noticed that last year Ferguson and Morris, from whom Moore borrowed the theory of the competitive advantage that accrues from establishing proprietary (open) control of technology architecture, reprinted "Computer Wars: How the West Can Win in a Post-I.B.M. World," as "Computer Wars: The Post-IBM World."

Does anyone know if this is simply a reprint or whether it updates the original, 10 years later?

I haven't had too much luck with this sucker. I loaned a first edition given to me as a Christmas present by a former CEO of my company to a friend and never got it back. I bought a used (new) paperback copy, loaned that one to a friend, and never got it back.

I've been debating whether to buy a used first edition hard cover, or the new one ($35). If it's simply a reprint I'll travel "used." If it has been updated I'll opt for new.

I may chain the new or used copy to my credenza.

Best,

- Eric -

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To: Uncle Frank who started this subject10/24/2003 9:26:21 PM
From: LindyBill
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Hi, Frank. I spend my time clipping coupons and dancing in Waikiki these days. Have a few shares of Krispy Creame just to keep me looking at the market. Good luck with the new thread! I will never forget our "Knights of the Round Table."
Bill

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To: Uncle Frank who wrote (19)10/24/2003 9:56:00 PM
From: alanrs
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That wasn't meant to be a complete list of my shortcomings by any means. And yes, within the bounds of reasonable expectations, things are going well. Congratulations on going moderated, a move long overdue IMO.

ARS

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To: Mike Buckley who wrote (5)10/24/2003 10:05:57 PM
From: J F Allen
   of 2944
 
J F Allen is still here.

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To: Uncle Frank who started this subject10/24/2003 10:09:37 PM
From: kumar rangan
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Oh, I believe I was amongst invited (not dis invited). So, Thanks UF for the invite.

cheers, kumar

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To: Mike Buckley who wrote (5)10/24/2003 10:13:11 PM
From: sand wedge
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I see all the usual suspects made it.


sw@nowbacktolurking.com

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To: DownSouth who wrote (28)10/24/2003 10:15:45 PM
From: kumar rangan
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where u been the last few years, stranger ?

- kumar

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To: Mike Buckley who wrote (5)10/24/2003 11:23:15 PM
From: slacker711
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Following along as usual, though I think that the formation of this thread might be as big a jinx to the rally as a certain unnamed fan was to the Cubs ;-).


Slacker@Cubsfansbelieveincurses.com

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To: Mike Buckley who wrote (5)10/25/2003 12:05:13 AM
From: tbancroft
   of 2944
 
I'm here too, although the longer I hang around, the less I feel I know. Moderated seems like a good idea for getting a thread that focuses on its purpose. All the best to all the best.

tim@stillhopingtogetsomeofmymoneyback.someday

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