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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (47895)	10/15/2001 12:28:09 PM
From: Apollo	Read Replies (1) of 54805

More INTEL From Jubak's column, dated 10/12, 2001.... "Never underestimate Intel (INTC, news, msgs) is the lesson here, I believe. The PC powerhouse has succeeded over the last year in successfully blunting Advanced Micro Devices' (AMD, news, msgs) advantage in technology and first slowing and more recently reversing some of Applied Micro Devices' market share gains. As a result, Advanced Micro shareholders have reaped almost none of the benefits of the company's recent success. And increasingly Intel's strategy is forcing Advanced Micro Devices to face a tough decision: Launch a capital-intensive effort to build a next-generation chip or risk losing technological parity with Intel. I'm going to take advantage of the recent strength in the stock to sell it out of Jubak's Picks. I have a 70% loss since I added the shares at $31.94 on May 25, 2001." moneycentral.msn.com Apollo

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