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: LindyBill who wrote (36318)	12/9/2000 8:01:53 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Not to pick on Lindy, but I'd like to toss out an idea to anyone investing in Intel who believes it's a King. We know that Kings should be held lightly. One reason is because they don't have gorilla-like control of a value chain, they have a less sustainable advantage over their competitors. We also know that the value of a King eventually regresses to the mean. Recognizing all of that, if an investor also assumes that Intel's core business is the desktop-centric computing model and that there is slowing growth in that model, wouldn't it appear to be especially risky to invest in Intel? --Mike Buckley