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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: johndelvecchio who wrote (32790)10/4/2000 12:19:32 PM
From: DownSouth  Read Replies (1) of 54805
 
In other words, companies need to spend on technology in order compete and grow profits. It has more to do with technology and less to do with economic cycles in my opinion.


You hit the nail on the head.

CSCO-"Mr. Market" perceives that a product cycle may be turning down, though no convincing data shows that to be so.

ORCL-App Suite 11i was very late in delivery and may have missed the market which is being dominated by those early to market.

MSFT-"Mr. Market" perceives that a product cycle is turning down and there is data that may be convincing.

INTC-"Mr. Market" perceives that a product cycle is turning down, there is data that may be convincing, and INTC recognizes that "fact" and has been moving into new products with upturning market cycles. Evidence of INTC's success is awaited.
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