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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (29241)	8/1/2000 11:58:58 PM
From: kumar	Read Replies (1) of 54805

<<judge Intel by its investment potential, which to me, appears very suspect right now given how its growth's slowing down, and how they have second-rate products in a lot of the secondary markets they're looking for to fuel their growth. >> re Intel as an investment, maybe we should touch base in 5 years time? Intel could make minor tweaks in the chip-to-board socket connections, and AMD would HAVE to follow. it dont work (yet) the other way around. re "second rate products etc", look at MSFT. if u ignore the current stock price, and look at their product suite, I would contend that none of them are "first grade" offerrings. Yet they dominate the spaces they play in. In summary, IMO, Intel & MSFT are similar beasts, with each being an important member of the value chain to the other. cheers, kumar

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