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

To: Tony Viola who wrote (5940)	9/4/1999 4:15:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Tony & UncleFrank: For risk/reward ratio, Intel is still one of the best. Tony Love Intel; would enjoy hearing more, or participating. Agree with Tony, it looks Intel is ramping up with 64 bit processors on the near horizon and having declared war on what appears to be a stupendous server market to come. Moreover, it would appear Intel is determined to break out from its PC-centric path, into networking equipment, set top boxes/cable modems?, etc. Finally, Intel's tremendous cash reserves have been partly sprinkled as VC on internet start-ups, and its revenue growth from these investments has been spectacular. Unfortunately, the latter still amount to a drop in the Intel ocean, and are overlooked. Love Intel, Stan