Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (16939)	2/1/2000 5:51:00 PM
From: Bruce Brown	Read Replies (2) of 54805

Lindy, Did you notice how well Compaq performed over the 15 years compared to Intel in spite of its descent from the throne and poor performance over the past few years? If only an investor had sold at or near the top in early 1999...like all the Compaq executives did! Better yet, once Compaq lost its 2x nearest competitor market share back in 1996/97 an investor that sold would have done quite well. siliconinvestor.com To be fair, this is not the best comparison because it only shows the return for the 180 month period. If we venture back to the beginnings of trading shares for Compaq in December of 1983 and compare it to the gorilla of Intel we get proof of our mantra - buy and hold the gorillas: siliconinvestor.com Intel beats Compaq using this time frame. Of course, going back to the early days of Intel beats just about anything. Once again, we don't have much to compare it to and I would be curious what the authors are comparing it to over the longer haul. Once again, the technology adoption life cycle for the PC industry and the value chain will probably be the yardstick used in the future because of its length and strength. Also, in terms of true Kings - the field is narrowed down to a few 'biggies' as well. I don't know how it compares to long term performance of Kings in other technology adoption life cycles. I understand the comment about safety in regards to Dell and AOL and don't want to mislead that the risk aversion is not on the same level as a gorilla. I was simply pointing out the concentrated tornado growth those two experienced. I think a lot of us made a ton of money from those two investments - safe or not. BB

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