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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (3047)6/24/1999 1:06:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
Stan, thanks for kicking off a great debate on rmbs. MileHigh's post on Dell introducing workstations with rdram has given me pause. I might be underestimating Intel's power.

The neat things about this nomination process are:

1. Even if it's not a Gorilla or a King, you could still make a lot of money in rmbs, just over a shorter period.

2. If it is a Gorilla, there is no rush to buy it, sinces its competitive advantages will make it a powerhouse for years to come.

Frank

btw, we went through the same critical process with qcom
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