Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mauser96 who wrote (30557)	8/27/2000 12:13:02 PM
From: sditto	Respond to of 54805

<<I bought my first Intel based PC in 1982. >> I don't have many regrets in life but one dates back to 1981 when my parents bought me an IBM PC2 (8088, 64KB RAM, 5" Floppy Drive, No Hard Disk). As a third year EE student I was compelled to open the case and give it a thorough examination. I told my roommate (a lowly civil engineer who thought an architect's ruler was high tech) that "everything in there is off the shelf - anybody could build this". Unlike that kid in Austin I slipped the cover back on, went to a fraternity party, and never thought about building one to sell to my friends.

To: mauser96 who wrote (30557)	8/27/2000 12:38:07 PM
From: lurqer	Read Replies (1) \| Respond to of 54805

I bought my first Intel based PC in 1982. Well since we're reminiscing about our computer history, my first "PC" was a "homebrew" (literally garage built) dual 8" floppy machine that ran either (by swapping a card) Intel or Zilog microprocessors. I still believe that some of Andy's (Grove) paranoia stemmed from what Zilog did to Intel in the '70s. Obviously, I didn't capitalize on my CP/M seasip.demon.co.uk like many others. Story of my life. My first machine was an IBM 650 and I certainly didn't get as much out of it as Donald Knuth did. Oh well! lurqer

To: mauser96 who wrote (30557)	8/27/2000 1:15:14 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

There is a minimal to no chance that Apple can increase it's market share significantly. I don't think it's clear at this point what market share AMD can capture, but at least there's a chance. Nevertherless, I'm not going to be buying any AMD stock. You're probably tired of us Windows centric folks tending to forget all about Apple. No, I'm not tired of it as it really doesn't matter at this point. I'm pro any computer and any platform. Investing in the gorilla side of the PC technology adoption life cycle over the past decade has done it's number on any thoughts I've had about the PC revolution. I'm just happy that the Radio Shack box I was 'forced' to start on in high school by feeding it punch cards to run my algebra equations doesn't keep my up at night with nightmares any more. Believe it or not, there's a guy here on the SI boards that was in that same class with me back in the late 70's. Duane, are you reading this? <ggg> In terms of 'chasm, tornado, gorilla game' strategy, it's interesting what Moore says in support of Apple and the path they wisely took at the time. Have you read "Inside the Tornado"? I'm also happy to say that my daughter is the investor in Apple in our family. I only bought her 200 shares back when Apple was down and out for the count in terms of stock price below a $10 split-adjusted per share price. It has been an excellent performer in her portfolio - in spite of market share concerns in the past and in the future. If you compare it using the time frame I bought it for her to some of the gorillas that reside in her portfolio, it stacks up pretty well: siliconinvestor.com That's not intended to suggest anything other than in the case of timing this particular chimp as an investment, I'm not complaining. BB