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

To: Thomas Mercer-Hursh who wrote (48920)	11/15/2001 4:24:43 AM
From: techreports	Respond to of 54805

Intel said that? Wow, that's the worst news I've heard for RMBS yet. I disinvested a bit back (way too late... close to the bottom), so I haven't really followed them. But if Intel has come out and said that they'll push RDRAM if it becomes cost-competitive w/ DDR, that's almost game over for RMBS. The RMBS bull argument has always been, "Intel will push RMBS like nobody's business. This will drive the price down, and spur adoption." Without Intel's firm support, I can't see RDRAM going anywhere. well, here's the problem. intel has made many different comments about rmbs. bulls could probably provide information that says intc will push rdram like no other. while bears could provide data saying intc is moving away from rdram. i just think that intc knows that right now, they need to support sdram so the p4 can get into the low end. once rdram is equal in price, they would have no problem in pushing rdram like no other..that's what i've gathered from their confusing comments. Huh? This is like saying that ACTU and SEBL are potential competitors because SEBL is using Actuate for reporting. BEAS makes tools which SEBL may choose to use or not use and it can choose to provide an interface, but only another company using BEAS tools that went into the CRM market would be a competitor to SEBL. hey, i'm just the messenger.. while bea may not end up being a competitor, how does this effect itwo and sebl? I am seeing Citigroup take share in banking. Kraft is taking share in food. Cisco is taking share in networking. Nokia is taking share in cell phones. AOL Time Warner is solidifying share online and in magazines snip. Wal-Mart, Lowe's, BestBuy and Target are taking share in retailing. And, last but not least, General Motors has decided to take share in autos. These share-takers are not thinking about now but rather what will happen two or three years from now. They know disarray won't last forever. They all remember how expensive it got to build share just two and three years ago, so they don't want to wait until it gets expensive again. It is difficult to reward share-takers with higher prices right now. The process of taking share often requires more spending than Wall Street would like. If people offered you 5 bucks in exchange for 20, you'd think they were crazy. Let's say this happens every day for a year. Then, out of the blue, someone offers you 5 dollars in exchange for 10. Is this now a deal? No, you are still losing money. These companies may remember how expensive it was to build share just two and three years ago, but that doesn't mean now is the time to start spending to take share, especially if the economy remain weak for another few years. Just like no one would pay 100 million for blue mountain arts even though ATHM paid 1 billion for it. Although Great American Companies may be defined in many ways, we believe the following points are integral parts of the definition. A Great American Company must: ya, and every single one of those companies are huge. Where's the potential? The secret to business and investing is to know what others don't. I don't think we know something about any of those companies that hasn't been discussed before.