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

To: Wyätt Gwyön who wrote (49417)	12/9/2001 3:33:38 PM
From: Bruce Brown	Respond to of 54805

note that my prediction is about equity valuation, not about what happens in terms of technological dominance. There lies the crux of the gorilla game. No technological dominance - no game and no earnings. Many of us on this board feel that banging one's head against the wall in thinking through the length of the TALC is of utmost importance. in the early 90s, when they were compelling investments, one did not pay anything like today's PSR on intc (as i recall, it was around 1). That's one metric. Do we want to get mired with one metric? Most of us also had no personal computer in our homes in the early 90's. Intel has been around since 1971 as a public company. There are plenty of other investing opportunities available from the sea where premium for brand and category dominance are of no consequence. Maybe studying the PSR's of the mid 90's would be more beneficial than studying those metrics at the front end before the Internet took off. At the time those low PSR's of the early 90's were in the stocks, I remember well the uniformed chant from the analyst community "the PC is dead". Yes, it was chanted and chanted as if all the computers ever needed had already been built and the end of that era was complete. Finished. Along came Mr. Internet. Plenty of chanting about the PC is dead again has been going on - yet the microprocessor remains a compelling component of the server, desktop, laptop, mobile and other devices. BB