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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (6987)	9/24/1999 10:50:00 PM
From: Mike Buckley	Read Replies (2) of 54805

this is just a <large> bump in the road. But I don't think that rmbs is a no-brainer yet, either. Frank, I've got what might be an interesting twist on today's news. If the Rambus/Intel snafu were not big news, it would be a sign of greater risk. But the news is everywhere in the media, signifying for me that this is really big, though disconcerning, news to those in the value chain. That in itself makes me wonder if we aren't closer to a no-brainer than you and I might otherwise think. --Mike Buckley

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