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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (5853)9/2/1999 4:00:00 PM
From: Apollo   of 54805
 
Bill:

Snas, you have probably forgotten more about Rambus than I will ever know. I just have the feeling that you could pick it back up a year from now for roughly the same money you have in it.

I think Rambus will be a double, at a minimum, by next Sept. HOwever, if it is not, and it can be picked up at a similar price, then my decision to weight even 15% of my individual equities portfolio in Rambus will have been a dreadful error.

You're a good man, and I value your opinion.

Stan
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