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

To: Mike Buckley who wrote (12062)12/5/1999 11:55:00 AM
From: Mike Buckley  Respond to of 54805
 
Since we're in the middle of an on-going discussion about Intel's power (or lack of it), this link is a must-read:

www3.techstocks.com

It shows that Intel's free cash flow has been declining in recent years. Hardly the stuff of a growth company, as the writer points out.

--Mike Buckley



To: Mike Buckley who wrote (12062)12/5/1999 12:00:00 PM
From: sand wedge  Respond to of 54805
 
In my mind, there is a pretty clear distinction between PRGN/RMDY and what VIGN/IWOV offer. The former develop products which help manage assets within an enterprise (mainly physical assets: desks, PC's, software licenses), the latter develop products to management the content and provide the "infrastructure" for websites.


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