Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (3710)	7/13/1999 1:47:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> Clearly they must have something in mind. A purchase perhaps? Now, what would be tasty that they could buy (for cash)? Or, perhaps they want to start making their own ASIC's, rather than contracting out. Scarey ideas, John. Why would they buy something for cash when they could buy it with high p/e stock (an approach csco has been pretty successful with)? And as far as buying their own fab (a $1.5B item), that's when I'll start winding down my investment in Q. The business model for the semiconductor business sucks. Frank

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