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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (29224)8/1/2000 10:07:45 PM
From: gdichaz  Read Replies (2) of 54805
 
Mike: In this imperfect world in which we live, I just completed a carefully crafted, well reasoned and (to me) persuasive reply.

SI cut me off without a trace just at the last line.

So this is briefer.

Thanks for the reference. I use the latest edition also so easily found Geof's "case". But, to me what was most interesting was on page 82:

"...AMD and National Semiconductor ...both have successful cloning efforts under way. These challenge Intel's margin and force it to compete more like a king and less like a gorilla than it would like to...."

Now, you are the expert. I am not. All I am suggesting is that there is less of a clear case for the lock Intel has (particularly in the new world of wireless where it has none) than say that of Qualcomm.

In the past, with PC's perhaps. But now?

A niche gorilla perhaps and otherwise a king?

What?

Again I respect your very thorough study and the resultant perceptions, analysis and derived conclusions.

But, this is not a clear cut case with the absolute lock that a company such a Qualcomm has as best I can tell and Geof himself says in the passage above - or do I misread?

Again, the point I was making was in strong support of buy and hold vs selling when down. What would you suggest?

Is holding Intel now a good idea, or not - if there is no need for the money or a more attractive alternative?

Best, and respect as always.

Cha2
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