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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (29230)8/1/2000 10:40:15 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> 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...."

Goeff doesn't always get it right. Since he wrote the rfm, National has retired from the field of battle, and Monkey AMD has had no measurable impact on Silverback Intel's margins. Examine the following data on Intel's profit margins (source: Wall Street Research Net) for confirmation:


       TTM     1999     1998    1997    1996    1995    1994
Pft %  29.5    24.9     23.1    27.7    24.7    22.0    19.9


>> 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.

Since you know I hold qcom dearly, I'm sure you'll understand when I say they are not in Intel's league yet. I think they may be some day, but they will face many tests along the way.

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

IMHO, it's one of the safest bets in high tech, right along with Cisco. But then again, Silverbacks have always been my passion <lol>.

uf
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