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

To: Apollo who wrote (30658)8/29/2000 1:54:52 AM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Not having studied cyclicity very much, I would have expected that the classic move would have been to have held onto Intc thru Oct - Jan, when it reports sales thru the BIG Q4 selling season.

The cyclical nature of the semiconductor business reflects itself in a 4 year cycle, not a seasonal one. If the current cycle follows true to course, we should see excess capacity in 2001 followed by decreasing average selling prices and lower profit margins as manufacturers fight to maintain their market share.

uf



To: Apollo who wrote (30658)9/2/2000 8:31:02 AM
From: Mike Buckley  Respond to of 54805
 
>>Intc is obviously extending itself well beyond PC's, and PC chips/components. I would think that as INTC penetrates handsets, networking equipment, servers, etc., its historic cyclicity will moderate.

Good point, Stan. I would also like to add that as it extends into many of those businesses that are royalty games, the percentage of business derived from Intel the Gorilla becomes smaller.

--Mike Buckley


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