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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: saukriver who wrote (36293)	12/9/2000 11:15:27 AM
From: Mike Buckley	Read Replies (1) of 54805

saukriver, Thanks for the detailed reply. 1) Intel is a gorilla. The book say so. I don't think anyone who pays much attention to this thread is in this camp. Really? That's a bold statement. We are far too critical of the book (e.g., the goofy chapter 12) to accept it without questioning its precepts. Absolutely. That's what makes this thread so terrific! (2) Intel is a gorilla. It has control of a proprietary architecture and meets the other requisistes for gorillahood. I think uf, Kumar, Eric L., BB may be in this camp. Based on your comment in item #1, you're saying that those people don't pay any attention to this thread. Well, you might be right about Frank. :) (3) Intel is a gorilla. But it is facing a substitution threat in the Internet. This is your view raise I believe thursday night for the first time. Actually, it was raised a long time ago by others. But I'll take credit. :) --Mike Buckley

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