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

To: techreports who wrote (48904)	11/14/2001 4:35:11 PM
From: Jurgis Bekepuris	Respond to of 54805

This is a repost of my PM answer to techreports - with his permission - which may interest other thread participants. ----------------------------------------------- Techreports, >your thoughts on EMC and INTC? I doubt that I have any more insight in EMC and INTC technologically and market-wise than what is discussed on G&K thread. I believe that INTC has a strong lock on processor market with a possible marginalization of SUNW in the future. It is not a sure outcome, but quite possible. INTC can do well in the palmtop market, but it is not assured. The rest of their expansion into networks and mobile wireless pits them against other large established players and is not guaranteed at all. > I also think Intel should consider buying Nvidia and > then make the next version of their video card to only >work with Intel processors. I doubt that buying nVidia would be a good direction for Intel. I also think that Intel should not focus on killing AMD, but rather on gaining business in currently not dominated fields (servers - SUNW, mobile devices, etc.). Their gain with Xbox may be a good stepping stone or bowling pin in G&K lingo. Given this, can we argue for 10 year 22% growth for INTC? It is definitely not blue-blood conservative estimate, but I am willing to give a benefit of hope and hold the stock for now with this assumption. Regarding EMC, I am assuming 20% growth for 10 years. This also could be optimistic. I have no insight in their battle with NTAP, Hitachi, IBM, etc. to make any predictions on the outcome. I am basing my investment on their historical performance and will reevaluate my position on any clarifying information. Can I post this reply publicly on G&K thread? Please let me know Jurgis - maybe others will tell you more