Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (18912)	4/6/1998 12:44:00 AM
From: dougjn	Respond to of 27012

If I was gonna relatively kick back, I think I'd own a combination of 1) S&P 500 (like SPY or whatever); 2) Dow dogs; 3) some tech gorillas (as in safe no maintenance adult gorillas); 4) 20% in a good international mutual fund such as some of the Vanguard ones; and 5) two to five flyers as a 5-20% portion.. But with pre-Gorilla like characteristics. Like Rmbs or Gstrf. And look a it all once a month or so. Think it would work pretty damn well. Probably should do it. Actually sorta moving that way. (Mo is a Dow dog any way you slice or dice the approach.) Heretically here, I'm not sure I would include intc in Gorillas at this point. Declining margins possible for some time. Revenue growth rate rather low. Will remain dominant in its space for the foreseeable future, but profits may grow slower than growth of the sector due to margin issues. Maybe not. Msft, Csco, Psft, Tlabs, Pfe all strike me has super solid hyper growers whose PE's are unlikely to decline much so long as interest rates remain good. And so long as they do not have disasters. But none of that crowd seem likely to to me. A small chance of an legal one for Msft, but at this point pretty small. Heel nipping. Lu is super solid but its pe is so out of line with its growth rate, like KO, that I think there is a real danger of prolonged price stagnation. Collapse unlikely, like KO. Doug

To: Sonki who wrote (18912)	4/6/1998 1:15:00 AM
From: Nancy	Read Replies (1) \| Respond to of 27012

<<I found GE investment grup owns 16% of gstrf. >> Sonki, GE owns gstrf by default - ge bought a 100% owned sub from lockheed martin, LMT, who owned gstrf (as one of the original partner in this venture) ge bot lmt and decided to keep the gstrf ownership. it is not a new buy or anything like that. their cost basis probably in the teens. on the other hand, at least as long as ge stays on board that means they still feel comfortable. dell - stephen robertson cut their earnings est by about 7%, both in 98 and 99.