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

To: Boplicity who wrote (13469)	12/29/1999 10:24:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

INTC is on Main Street, where the rules are different yet again.

To: Boplicity who wrote (13469)	12/29/1999 1:26:00 PM
From: KY	Read Replies (1) \| Respond to of 54805

Gregory, Was thinking about INTC last night...what do you do with a gorilla that is now walking down towards the end of main streat, but has not been knocked off course by a discontinuous innovation? Does Moore have any rules here? While I feel I should at minimum lighten up on my INTC weighting vs. other gorilla/royalty plays in my portfolio, not sure to what degree. Any thoughts? KY

To: Boplicity who wrote (13469)	12/29/1999 1:48:00 PM
From: Mike 2.0	Read Replies (2) \| Respond to of 54805

INTC will become "less important" only if it chooses to be a lazy fat gorilla. I have read recent analyst-speak suggesting AMD has a shot at "succeeding where it has failed before" (quote from memory, near-verbatim). This suggestion seems silly when applying the gorilla vs. monkey logic. It also suggests INTC is a gorilla worth buying now. I have DD still to do, but I would like to see where INTC stands wrt major new adds into their chip, taking away the need for other technology from other vendors. That is where I need to do my DD, but if I get a comfort level that such new discontinuous innovations from INTC are on the way, I would buy INTC, looking for a nice INTC "CAP"-related jump, and AMD will be dope-slapped back into reality that it is the monkey, not a gorilla wannabe. JMO, trying to apply recently read/comprehended GG logic...Cheers