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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tony Viola who wrote (4748)	8/9/1999 9:00:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>>Intel may be the best investment of all the gorillas in a rising interest rates skitterish market. Hi, Tony. The semiconductor stocks have sure done a turn around in the past few weeks. Look at Intel making new highs in a weak market; they've been seriously underestimated this year, but you knew their value and hung in there <g>. As far as interest rates increases are concerned, Microsoft should be the least affected because they have the most cash. I can't imagine them needing a loan in the near future, but then again, I haven't seen their legal bills. So far this year, the Gorillas haven't done all that well, with the exception of the new guy, Q. The graph of the Silverbacks is a follows, and intc is in the pack: siliconinvestor.com Not much to choose between them. Are you going to the game on Thursday? Frank

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