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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (30658)	8/29/2000 1:54:52 AM
From: Uncle Frank	Read Replies (2) of 54805

>> Not having studied cyclicity very much, I would have expected that the classic move would have been to have held onto Intc thru Oct - Jan, when it reports sales thru the BIG Q4 selling season. The cyclical nature of the semiconductor business reflects itself in a 4 year cycle, not a seasonal one. If the current cycle follows true to course, we should see excess capacity in 2001 followed by decreasing average selling prices and lower profit margins as manufacturers fight to maintain their market share. uf

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