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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (42787)	5/18/2001 9:21:45 AM
From: substancep	of 54805

Strictly speaking, RDRAM is still pre-tornado. We need to see those 200 million units booked. I believe INTC is launching the P4 faster than any other processor in its history and it seems they have bet the farm on RDRAM. Sure they could pull the rug out from RDRAM and switch to DDR or SDRAM but that would be insane. The company would be toast IMHO. We still need to see the units shipped. 2 more quarters. My vote: pre-tornado. P

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