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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	6/5/2000 7:38:00 PM
From: Bruce Brown	Read Replies (1) of 54805

RE: Intel... I'm up late at night over here, so I'm watching CNN's market wrap Moneyline where they just interviewed Dan Niles (now with Lehman). He's really liking Intel - especially through the 'back half of the year' as he put it. He feels the multiples can go from 30x earnings to between 40x and 50x earnings. He sees upside potential in the range of 50% from here. Pure thread bloat here, but allow me. With a couple of gorillas like Qualcomm and Microsoft in the news so often and their 'short term share price' not quite keeping pace with Intel or Oracle this year (with Cisco hanging out in the middle) it's nice to hear a little encouraging words for at least one of our gorillas. siliconinvestor.com Bloat is now off and I'm off to bed to get a good night's rest before the mother-in-law arrives tomorrow for a 2 week visit. I guess I better shave.... BB

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