Re: [CANSLIM] Identifying NEW leaders

From: "Winston Little" <wlittle1@peoplepc.com>
Subject: Re: [CANSLIM] Identifying NEW leaders
Date: Tue, 6 Aug 2002 13:03:07 -0400

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My understanding of the question is not clear.
Is it:
1) New Leaders
2) Potential for AMD
3) Direction of Servers and Operating Systems?

If 1) then my thoughts and observations say GOODS TRANSPORTATION to
replenish inventory
If 2) then my belief is that AMD will remain a strong #2 (currently 20%
share). Intel has very strong finances, owns a lot of  I.C. factories and
also does contract I.C. building to TSM.
INTC has all bases covered.
If 3) then my observation is that the market moves FAST and today's
"salvation" is tomorrow's "buggy whip"

- ----- Original Message -----
From: "Rocky Sanghvi" <rs@mylodestar.com>
To: <canslim@lists.xmission.com>
Sent: Tuesday, August 06, 2002 12:13 PM
Subject: RE: [CANSLIM] Identifying NEW leaders


> Kent,
>
> Excellent question.  I was recently speaking to a buddy of mine who is a
> guru in Operating systems and Databases.  He is of the opinion that with
the
> new Xion and Titanium chips - Unix is history!  Atleast the expensive
> flavors of Unix are.  Linux may stick around because its open source.
>
> These new chips are so incredibly fast and cheap that one of my clients
> recently invested in a 100K Dell server getting all the power, speed and
> convenience of a million dollar Sun box.  One of our employees is a
die-hard
> Unix fan and his words were "Man this is a sweet machine"
>
> What does that mean for the next 5-10 years.  I forsee tremendous
> consolidation in the Computer / Server space.  Money can be made by
> spreading your bets on the path of change.  Thoughts?
>
> Rocky
>
> -----Original Message-----
> From: owner-canslim@lists.xmission.com
> [mailto:owner-canslim@lists.xmission.com]On Behalf Of Kent Norman
> Sent: Tuesday, August 06, 2002 12:03 AM
> To: canslim@lists.xmission.com
> Subject: Re: [CANSLIM] Identifying NEW leaders
>
>
> Since we should be on the watch for new leadership next time around,
> what does the group think of AMDs chances of overtaking Intel?
>
> What other candidates do you hope/see coming up (not necessarily in
> chips).
>
> thanks
> Kent Norman
>
> =====
> Opportunities always look bigger going than coming.
>
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