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

To: Seeker of Truth who wrote (46130)	9/3/2001 1:40:29 PM
From: paul_philp	Respond to of 54805

Malcolm, The risk of IA64 adoption is lower IF you conclude that Intel has Gorilla power over it's value chain. Without opening up this debate, there is at least a plausible case that Intel is a Gorilla. Could this have something to do why Compaq punted the Alpha chip and committed to the IA64 architecture? Paul

To: Seeker of Truth who wrote (46130)	9/3/2001 2:11:47 PM
From: OZ	Read Replies (1) \| Respond to of 54805

Don't you find it distasteful to be forced to estimate such a probability rather than wait to see? Well one has a choice as to which kind of risk that one wants to take. You can take a trade on high information risk and get a low price or you can take price risk and buy when all the good news is out (low information risk). I mean do you really think that the market is going to be so kind as hold the price down for you until all the positive information is out and there is "no risk" to enter and then suddenly raise it up to a "fair" valuation for you? The other option of waiting for all the good news and facts (market top) is to me far more distasteful and risky. The idea of buying something that everyone finally agrees is now a gorilla is to me the most risky of all scenarios that I can think of. I know it feels good and safe to run with the crowd, but one has to remember that the cattle do usually get slaughtered and I am sure there are those around here that know what I mean. I do think that a bear market is the absolute best time to apply the tenets discussed around this thread though. That is why I have been reading the information on here lately. The time to buy is when it does not feel so good combined with the positive signals of your own DD. Oz