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

To: Tony Viola who wrote (6026)	9/6/1999 2:09:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I don't consider Intel, or any non-DRAM semi companies, cyclical at all. Over the 30+ years I've been associated with the s/c industry, we've swung from allocation to overcapacity roughly every 4 years. If that isn't cyclicity, it's sure been one helluva coincidence <g>. >> looks like this thread may get some diversification from, what's that Q-something or other company Speaking of diversification, Tony, why don't you take a little tiny bit of your obscene intc profits off the table and buy a few share of Q? Since they're hovering near their 50 dma, it looks like a great short term entry point (and since you buy & hold forever, it doesn't matter where you buy in). My motive is pure; if you own some Q, we'll have the pleasure of your company more often on this thread <g>. uf