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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (33303)	10/18/2000 7:43:46 AM
From: Apollo	Read Replies (1) of 54805

INTEL: Revenue growth seems less than exemplary Intel is transitioning. They didn't generate as much equity profits this quarter as they did last quarter. But margins remain in the 63-64% range, and they're guiding toward higher margins by the end of 2001. IF they can do what they say they can do, which in the last 2 years is something shareholders should not take for granted, then the P4 ramp up will be steep, and ASPs should rise. Similar to Xeon, and the eventual ramp up for Itanium. Meanwhile, MPU costs keep coming down, with FABs in place and others coming on-line, and they're transitioning to a 0.13 micron size next year, which should mean greater profits. I'm not saying Intel is for everyone; I'm glad I moved half my Intel into more Storage. But I'm also not disenchanted after this CC with owning it. Again I say, it's on management to demonstrate execution. I think they have the vision, but I'd like to seem them go a whole year without a major glitch. Apollo

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