RE: [CANSLIM] Identifying NEW leaders

From: "Rocky Sanghvi" <rs@mylodestar.com>
Subject: RE: [CANSLIM] Identifying NEW leaders
Date: Tue, 6 Aug 2002 12:13:24 -0400

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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

=====
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