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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jacob Snyder who wrote (39486)2/19/2001 4:29:37 PM
From: Seeker of Truth  Read Replies (1) of 54805
 
I think AMAT is a very strong king, not a gorilla because basically it is offering one stop shopping. In my understanding you can get a fab built without them. Strong king or not, their products take a lot of capital to buy, and the more expensive capital equipment is the more cyclical is the market for it. Have you ever looked at the shares of shipbuilders? Investors are upset by cyclicality so AMAT will always sell for a lower PE than the actual earnings return would suggest. That said there are respected long term holders of the stock, e.g. CREF.
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