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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (5512)8/26/1999 10:03:00 PM
From: DownSouth  Read Replies (3) of 54805
 
Gotta agree with you, John Stichnoth. RMBS was on a tear until a few weeks ago when INTC made a back channel comment to the press about evaluating PC133, without saying that it would or would not sanction PC133. Now we have another obtuse comment that seems to indicate that RMBS is it an only it.

One more hurtle for RMBS, but this obtuseness is a wierd kind of FUD that appears to be a strategic game, but is still very hazy.

I think it is a haze, not a cloud. The light of day, which is just a few "hours" away will melt the haze. RMBS is "it", imo. BWDIK?
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