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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Nichols who wrote (11768)12/2/1999 11:51:00 AM
From: Seeker of Truth  Read Replies (1) of 54805
 
Looking backward, one makes ones money from the fast growers. IBM has turned around. That was spectacular if you bought at the bottom. But now nobody expects rapid growth of the earnings. So it's not a fast grower. Intc puzzles me. They stick to the one thing they are good at, CPU chips, and yet they haven't done so well with the Mercedes. With question marks on it, why not shift the money to a demonstrably fast growing company with a lock on the future, a gorilla?
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