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

To: James C. Mc Gowan who wrote (13408)	12/28/1999 1:11:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

James: While to me ARMHY is one of the best possible investments I see in the areas I watch, I see it as somewhat similar to Intel - the ubiquitous core. It is at the center, literally, of most of the new telecom chips. And the potential for handhelds is huge so its opportunities there (which are just beginning) are almost mind boggling. But I do not see ARMHY as a gorilla or even (yet) a king. Therefore to me it still belongs in the Watch and Wait as one of the companies with the greatest potential there.. Just IMO. Cha2