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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (20056)3/13/2000 5:22:00 PM
From: Apollo  Read Replies (1) of 54805
 
never listen to analysts

That's a bit of a sweeping statement.

I think however that they are peddlers more than they are experts.

Nevertheless, all the regulars on the Intel thread, including Paul Engel, believe Niles has been eerily accurate on actual Intel revenues and sales every quarter, speculating he has inside information.

Either way, the point of my post was that chip demand is outstripping supply. Given Intel's simian characteristics, this might be good news. <g>

Stan
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