Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (3040)	6/23/1999 10:48:00 PM
From: Apollo	Read Replies (2) of 54805

Uncle, Mike, Tef, Lindy, Chaz: Thoroughly enjoyed the discussion tonight; thanx for your perspectives. They are valuable, which is why I tune in. I love Rambus, but even I am Rambus'd out this week. Had to look up "ersatz", and will let tincture of time (that's for Uncle) dictate conclusions on this issue. May I finish by clarifying that I do not think Rambus is at this moment a gorilla, but a gorilla-in-the-making. Perhaps when its design is widely adopted, and fully dominates the DRAM market, we can agree it is a gorilla. That'll probably take 2-3 years. In the meantime, I hope its profits and share price appreciate substantially during the formative stages. Chaz, thanx for the info on GSTRF. Much obliged, Stan

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