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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: rel4490 who wrote (18052)	2/15/2000 6:30:00 PM
From: Apollo	of 54805

INTEL Good post on Rambus Rel,......and congratulations on your position. I couldn't possibly be happier for the Rambus advocates. It looks like Rambus is in the Bowling Alley trying to knock down several pins.....workstations, high end PCs, with more news on telecommunications devices. For those of us who are old stick-in-the-muds, and own Intel, I recommend you spend some time on the many announcements from Intel today which are found on the Intel thread. siliconinvestor.com It looks pretty exciting. My gut tells me the 2nd half of 2000 will look pretty good. As I said in the past, I think Windows 2000, Intel's vertical and horizontal pushing of the chip envelope, and all that cash could make Intel a double this year. Just my gut instinct here. But a double would qualify for what even Lindy looks for......and this from a tried and true Gorilla. Stan

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