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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Nichols who wrote (11768)	12/2/1999 10:17:00 PM
From: Apollo	Read Replies (3) of 54805

Should I drop INTC I've been interested in trimming my Intel holdings for awhile, but it is my loving wife's pet stock. I was with a friend this morning for breakfast, and he made me sit up and take notice when he mentioned the "value" part of his portfolio. We all have a lot of Growth plays, but do we have any Vaule plays? The point being, INTC is a very good value play. It offers protection in a down market, and remains a steady gorilla. It's P/E is relatively low, ~ 25-30 or so, and therefore it is relatively undervalued compared with just about any of the other stocks we routinely discuss here. So, in terms of selling INTC, a counterarguement is that it is a "value" play, and provides some balance in a turbulent market or economy. BTW, MR. FUN thinks the same of Lucent; last year Nortel was undervalued; in Y2K, Fun expects Lucent to surge from present undervaluation. We'll see if he pegs it. stan

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