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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (5567)8/29/1999 3:52:00 PM
From: DownSouth  Read Replies (2) of 54805
 
Stan, WRT RMBS, I think we are seeing similar cloud formations. Seems to me the Value Chain is already in place with the RAM fabs, with Boxmakers, and with INTC. The chasm will be crossed similar to a well planned military invasion. The logisics for support are in place. The battle is well planned. When Intel says "Camino shipping, RMBS supported" the bridge over the chasm is lowered into place. When Dell says "Rambus Inside", the chasm is crossed.

Note the tremendous, whirling winds predicted just on the other side of tha chasm.
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