Paul,
<<Identify companies with excellent strategic technology, manufacturing skills and management - buy their stock and hold on for the long term.>>
Any suggestions other than INTC?? I bought INTC three years ago and have never sold a share. In all honesty, I have always considered this THE most obvious long term winner. The entire technology revolution has and continues to revolve around Intel. Their industry dominance, strong marketing, great customer loyalty, tremendous production capabilities, and excellent management team make you wonder how anyone could miss this one. At any rate my problem is that I need to find "another" INTC. Any idea's??
BTW, I remember debating with Carl Johnson back in January/February about the PC business in general and INTC specifically. I think I stopped taking him seriously when he claimed that CYRX would soon take 30% of INTC market share. He also failed to see the significance of Intel's strong marketing (e.g. Intel Inside) and referred to my marketing references as "gibberish about marketing...". Oh, well what can you say about guys like Carl, Kurlak, Jiggy, Fuchi? I guess they just don't have it figured out yet.
FF |
