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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (3403)7/4/1999 10:05:00 AM
From: LindyBill  Read Replies (3) | Respond to of 54805
 
Would like to invite all to read and comment; especially by those of us who are well invested in PC industry gorillas/Kings. Intel, Rambus, MSFT, Citrix, Dell, etc.

Snas, this article is overly pessimistic, IMO, but,it lists the reasons that just about all of us on this thread are out of the boxmakers, and why most of us are now so heavy on communication companies, such as Cisco, LU, and Qualcomm.

I think we can pat ourselves on the back that we saw this coming.



To: Apollo who wrote (3403)7/4/1999 3:08:00 PM
From: mauser96  Respond to of 54805
 
By coincidence I posted the same article, but on the Intel thread. You might want to check over there to see what the redoubtable Paul Engel and others have to say about it. Intel has one great advantage over other semiconductor makers - it is the absolute best at the manufacturing process. Still, there are probably better places to put new money.


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