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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Hepps who wrote (5502)	8/26/1999 9:49:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Didn't hear what Barrett said, but sounds like he has confirmed there will be no slippage in the anticipated October products, meaning Camino and Coppermine. The big concern over on the RMBS thread is that continued slippage would lead INTC to throw partial support behind PC133, leading to longer ramp-up for DRDRAM-based boxes. Once that concern is eliminated, then RMBS should soar, imo. Best, JS

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