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

To: Uncle Frank who wrote (36988)	12/24/2000 12:36:37 AM
From: saukriver	Respond to of 54805

I'd be concerned about Intel. . . . Me too, Frank. Happy Holidays to everyone! saukriver

To: Uncle Frank who wrote (36988)	12/24/2000 4:47:37 AM
From: Bruce Brown	Respond to of 54805

I'd be concerned about Intel, but based on their learning curve based business strategy, the most I think it will mean is a slowing in the rate of price decreases. Except when you consider that Intel is housed in 43 countries and out of the 9 US locations, only 2 are located in California. That's not to say energy prices won't have a result, but in terms of their worldwide operation, it might be quite well cushioned. BB