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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (18020)	2/15/2000 8:17:00 AM
From: shamsaee	of 54805

Mike when I read the headline news yesterday,It was not Dell but component manufacturers announcements and the words "large production scale" that got my attention.If they are really going to be producing components around rambus Technology in large numbers,they must have secured large orders from Dell and the rest of the box makers.The other bit of news on CNBC that got my attention,which I am trying to verify is that a Double Intel processor with Rambus RIMM is the most optimal way for Windows 2000 performance.IF that is true,I would think its huge for RMBS unless Windows 2000 flops which is very unlikely in my opinion.

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