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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (658)	12/9/1998 6:37:00 PM
From: Fredman	Read Replies (2) \| Respond to of 4691

But then, according to this theory, Oils, and Oil Services Sector, is the way to go today. They are all down HUGE, and most will come back, if not in the original shape they are in, then with mergers and acquisitions. Go see HAL SLB RIG and DO for the top dogs, Then go see FLC RDC NE NBR UTI MRL GLM and i could add about 25 more. I have made some DAMN Good money just on spikes here, from OPEC threatening to cut production, unrest in the Middle East, problems with Mexico's economy, political unrest in Venezuela, etc.

To: James Clarke who wrote (658)	12/14/1998 7:25:00 PM
From: Harry Landsiedel	Respond to of 4691

James Clarke. Re: "Intel has been another one, though I fear their franchise may be breaking down. Could you elaborate on your reasons for feeling this way about Intel. I see their franchise growing with their 1) Successful market segmentation and 2) the huge barriers to entry of the costs of building fabs. Market segmentation give them a 80%+ share of the high end PC and server market, where the profits are. The high cost of entry for manufacturing gives them a very wide "moat" around the company. I agree 100% that Intel is a growth cyclical, with the emphasis on growth in the past 10 years. Using TWBW comparison of retained earnings growth (6.74) over the last 10 years vs. growth in Market Cap. (30.74), is "proof" of a prolonged period of pricing power achieved by out innovating its competition. It's biggest negative as a WEB stock is the capital intensive nature of the business. HL