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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (6670)9/20/1999 7:32:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
FLST,

I hope you don't get offended when I ignore the middle part of your post, choosing instead to focus on the first and last sentence.

But the real question relative to rambus is that regardless of whether it becomes a gorilla, is it today undervalued?

If it is just about to cross the chasm or is in the process of doing so, and if it becomes a gorilla, it will be the first such primate in the history of the species NOT to be undervaled at that point of its development.

As to gorilladom, I think they are teetering on the far edge of the chasm. But the question of value still exists for the long term.

For those of us who understand the history of the primates, it Rambus becomes a gorilla there is no question of long-term value. It's a given.

--Mike Buckley
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