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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 11:37:00 AM
From: LindyBill  Read Replies (2) of 54805
 
Teflon, et al, about Rambus. I'm going to play the devil's advocate for once on a semiconductor/PC or server related issue.

Thanks, Tony, for a great breakdown. This is the kind of plus and minus info we need. I posted a "war warning" on Intel in Feb, as I recall, I did not like the outlook with the price wars.

This is another good reason for watch and wait on Rambus, IMO. Those of you in it may be right, and can needle us a year from now, but I am going to remain timid on this one.

We continue to get great movement on Q. I guess the Fund Managers have finally figured out the earnings that Mike Buckley had figured out for us 2 months ago.
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