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

To: kumar who wrote (21066)	3/22/2000 10:11:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> My hunt will be passive (ie wont contribute to thread bloat), but I am happy to post my findings if no one has any objections. Kumar, if you complete a project hunt and don't post it, you'll get a lot of objections <gg>. Chaz, Master of the Hunt, books the assignments. I'm sure you'll be hearing from him. uf btw, we've discussed TXN several time. I'd characterize them as a Prince With Attitude in a Kingless dsp sector.

To: kumar who wrote (21066)	3/23/2000 12:18:00 AM
From: Mike Buckley	Respond to of 54805

kumar, I would really look forward to your report and ultimate conclusions about TXN as a Hunt Project. There's no question in my mind that many of us would be able to learn a lot from it (you). --Mike Buckley

To: kumar who wrote (21066)	3/23/2000 12:33:00 AM
From: chaz	Respond to of 54805

kumar, I'm sort of catching up here, and you've probably had a comment or two already. I don't see a problem with anyone doing any report on a subject company that is within our field of view....however, in the case of TXN, we've discussed it at some length from time to time and generally concluded that it's not much more than a prince, given to reinventing itself from time to time, and thus rather LT unpredictable in ways most of us wouldn't like in our portfolios. However, do not let bad vibes on my part deter you...HUNT is a two edged sword...some we keep, some we trash, the reports help make the choice. Let me know if you decide to proceed and I'll include it in my next update listing. Chaz/Thucydidies