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

To: Robert Scott Diver who wrote (46419)	9/10/2001 5:32:19 PM
From: RobertHChaney	Respond to of 54805

Correct assessments on both counts I actually meant to make a point that drilling rigs and oil production clearly have a much longer useful life than PC's, servers, routers, etc., I just forgot to discuss it. However, I had not focused thoroughly enough on the vastly dissimilar, basic demand growth dynamics you astutely noted. Still, I feel my general concept may have some validity, and that gross margin pressures could endure longer than most people expect following the beginning of the recovery. It just seems to be what happens to cyclical industries following a boom, and is typically somewhat proportionate to the magnitude thereof. But, this is a risk I am still trying to properly qualify, and I appreciate your comments. Robert