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

To: areokat who wrote (32997)	10/10/2000 11:02:07 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Kat: Yes. The discussion of Intel this last weekend was particularly enlightening in that regard. As someone who invested in Intel early on (in my "chips" phase), but sold several years ago because I was shifting technology focus to telecom (wireless and fiberoptics), I have been of Lindy's view that Intel is a King. Moore is just not that careful with the way he throws his terms around, particularly lately. He is to a large extent dependent on his own experience - which draws on Silicon Valley and related companies. Also I am skeptical that JDSU is a gorilla, though I admit that since it has been my "One King" in my game, I may be less open to its "gorillaness" than some - ruins the neatness of the One Gorilla, One King, One Gozilla game. I think Moore's failure to recognize Qualcomm as a gorilla when many here did, reflects his experience more than his thought. (He has since come around on Qualcomm of course.) Moore has constructed a very useful template with which to measure companies, but at times he seems not to use it very well himself. Enough. Best. Cha2