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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tony Viola who wrote (2934)6/22/1999 11:31:00 AM
From: Teflon  Read Replies (1) of 54805
 
Tony, you won't see me buying RMBS stock either. Aside from the technical issues that you raised so efficiently, the Street just does not believe in the RMBS story.

So regardless of how many of Moore's checklist standards RMBS may indeed satisfy, this is just not a stock that I want to own. The other problem I have is that DRAM Memory and the next generation levels that are built out by RMBS are somewhat invisible to the consumer. To me, that means there is little preventing an Intel or anyone else for that matter from switching from a RMBS platform to an alternative.

And in the world of Memory, there will be alternatives down the road.

Teflon
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