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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Dr. Id who wrote (27609)7/10/2000 11:56:23 PM
From: tinkershaw  Read Replies (2) of 54805
 
From today's LA Times:
latimes.com

Chip Maker Vitesse May Catch Up With Rivals in Stock Race, Analysts Say
Semiconductors: Rapid growth of Internet traffic is expected to boost maker of high-speed integrated circuits.

JDB. That article is a good summary indeed. One thing that I'd be careful of is to buy the "least expensive" and slowing growing of this group, Vitesse. I think the experience of most on this board and others I read, as well as my own experience, is that buying #3 usually is a losing effort. I always stick with the top dog. It has paid off. But whose to say. Vitesse may pull an upset and equalize valuations. I just caution moving into Vitesse solely based on the disparate valuations. If you see Vitesse business momentum accelerating, then go for it. But don't do it solely because it is the "least expensive" of the group.

just my experience.

Tinker
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