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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (40442)3/15/2001 8:36:41 AM
From: saukriver  Read Replies (2) of 54805
 
Intel indicated last week that their margins would be coming down. It will be interesting to see how that impacts AMD as any battle will impact the balance sheets of both. The question is which balance sheet will be able to absorb that kind of pressure in a slower growth, recession environment

Actually, the question started out whether Intel is a gorilla. I said--as others have stated before--that the license to AMD it was forced to give is so broad that it has built in competition. That seems the hallmark of a non-gorilla. I keep suggesting that Intel is a strong king of PC chips. You have come back before with all that strong balance sheet stuff. I am not taking the bait on whether Intel's balance sheet is strong; it seems a fools argument to say that it is not. My point is simply, so what?

Kings also have strong balance sheets. Balance sheets are not the factors one looks for to find gorillas.

Nokia slashed their Q1 forecast today here in Europe and the market has responded by increasing Nokia's shares +12%. Here's to all of our companies slashing forecasts and the market responding with a positive 12% daily gain. ;-)

As you well know Bruce, Europeans are nuts. However, this gives Intel a glimmer of hope. Facing built-in competition, slower growth, and a recession, Intel should just slash its estimates yet again to get the +12% pop in its shares that NOK enjoyed last night.

saukriver
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