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 (5216)	8/23/1999 10:58:00 PM
From: Apollo	Read Replies (1) of 54805

Mike: Rambus sells an enabling technology which is bought by purist gorilla gamers no sooner than the start of the tornado. As I see it, the product hasn't crossed the chasm but it will do that and enter the tornado very, very quickly. Been giving this more thought. Financially, Rambus is at ~$93/share now. By the end of the year, maybe $150/share with increasing publicity and real product availability. First evidence of the chasm crossed and the start of a tornado will not be available until the earnings from the 1st Qtr, 2000 are announced in April or so. By that time, maybe $200 - $250/share in anticipation? That's why I'm in now, at $71. However, this is risky; more risky than allowable in the Gorilla Game. Stan

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