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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (5426)8/25/1999 6:14:00 PM
From: chaz  Read Replies (1) of 54805
 
My decision RE: RMBS addition is based on two things:
1) RMBS seems to be going through the standards adoption process, and it looks very much like it's going to"take"
2) The product is being designed into many kinds of consumer products beyond just PC's

Those two, I have a hunch, will not completely eliminate the feast/famine boom/bust cycles we've all seen in the memory chip companies, but for RMBS at least, it may smooth them out. Extreme volatility is not behind us. Keep your dramimine (sp?) at the ready.
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