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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DiB who wrote (36153)12/7/2000 5:50:15 PM
From: John Stichnoth  Read Replies (2) of 54805
 
Re Intel--They see tight margins every time they go to a product change.

All opinions are very welcome. :o)

I'm not sure your really mean that, but . . . I first bought Intel in maybe 1991, when they'd fallen dramatically and all the talk was about their cyclicality and tenuous hold on the CPU market. The similarities to the present situation are marked. I do not yet see a bona fide threat to their gorilla status, and isn't that our primary criteria?
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