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

To: DownSouth who wrote (8735)	10/24/1999 6:25:00 PM
From: JohnG	Read Replies (1) \| Respond to of 54805

Freeus. There are some that see AMD catching up with Intel chips B4 bandwidth is great enough to make a 900MHZ chip more useful than a 300MHZ chip in most cases. Thus falling computer/chip prices and shrinking margins & desparite leap to wireless. They may have run out of rope without either more bandwidth, voice activated software, or something that burns more CPU capacity. JohnG

To: DownSouth who wrote (8735)	10/24/1999 7:01:00 PM
From: freeus	Read Replies (1) \| Respond to of 54805

why not include intc? Big sighs. I will include Intel now....I have been burned by it: holding for long periods with "dead" money only to sell and have it go up,not buying back in, seeing it go up drastically, etc etc.... Sometimes a stock does that to you...but I agree the barriers to entry at this point are enormous...but buy in at what price? The semi sector seems to be so cyclical, and (I think but have not done stats to prove it) tanks worse than all other tech sectors. Freeus