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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: areokat who wrote (32899)10/7/2000 11:17:35 PM
From: DaYooper  Read Replies (2) of 54805
 
Maybe intel is not a gorilla and maybe they are. If they are I don't want to throw them out just because they are having temporary troubles.Comments?

Whether gorilla or king I would not sell intc when it's trading at the current P/E of 30. Just too dominant in the industry to not play a major role in the next big thing.

Seems like SpinCo would be an invaluable asset to intc. Not that I want that to happen but those 1000 top cdma engineers combined with intc strengths, just imagine.

Fun, fun, fun. Such an exciting time we live. Rory
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