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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (3876)	7/16/1999 11:14:00 AM
From: John Stichnoth	of 54805

See post 3878--How long before you end up back where you started--owning INTC? Makes a lot of sense. INTC buys RMBS. And how about also buying AMD? Suddenly, they are the Gorilla in two adjacent proprietary technologies. (RAM no longer a commodity because of RMBS). That would be quite an answer to Natl Semi's system on a chip, eh? (No comment on Armhy--isn't he that socialist representative from Texas?) Just thinking out loud.

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