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

To: Mike Buckley who wrote (36176)	12/8/2000 12:02:48 AM
From: Eric L	Respond to of 54805

<< If the Internet proves to be a threat to Intel, it will be because Intel, like Microsoft, won't be successful moving into the world of handheld devices that will proliferate because of increaseed Internet usage. >> My main man Ilmarinen on this topic. Message 14971009 He is in the mQ class of poster. - Eric -

To: Mike Buckley who wrote (36176)	12/8/2000 12:13:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

While going through a zillion bookmarks to see which ones I should now delete, I came across a Front Office Gorilla Game write-up I posted last May. An excerpt from it couldn't be more appropriate today: "In this period when many people are experiencing significant short-term declines in their portfolio, the Game continues teaching us the vitally important lessons of exercising long-term discipline. Though the two years the Game has been played is a far cry from a long period, please notice that as impressive as the numbers below are, it wasn't always that way. The Game's value declined 40% in its first five months. Not a good start. Eleven months after it began, the game was barely profitable (by only 3.64% to be exact). During that time the S&P 500 had increased 19% and the Naz had increased 38%. Nearly one year into the Game, an investor would have been as well off leaving the money in their brokerage's money market account. But a full two years into the Game, look at the results longer-term investing has brought to the table: [as of May 29, 2000] Year-to History History Date Annualized Gorilla Game 353.12% 10.91% 144.81% Nasdaq 77.57% -21.24% 40.53% S&P 500 24.09% -6.21% 13.64% Russell 2000 -1.21% -9.39% -0.72%" --Mike Buckley

To: Mike Buckley who wrote (36176)	12/8/2000 4:37:22 AM
From: saukriver	Read Replies (1) \| Respond to of 54805

If the Internet proves to be a threat to Intel, it will be because Intel, like Microsoft, won't be successful moving into the world of handheld devices that will proliferate because of increaseed Internet usage. I'm not suggesting that that's going to be the case, but right now I think it's Intel's greatest obstacle (threat) to overcome. That's why I think we need to be open minded about watching Intel's success rate. As always Mike, you are succinct and gentlemanly. But I think you are too kind to Intel. It is getting its head handed to it in virtually all chip markets outside of the PC. Witness Intel's capitulation to Qualcomm on the CDMA chip market, Qualcomm's alignment announced last Monday with Texas Instruments (leader of the DSP chip market), and then Intel's somewhat desperate investments announced on Tuesday.